See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,746 | $54,350+67.0% | $82,719+9.7% | $68,494+32.5% |
| Participation rate | 65.5% | 63.9%+1.6pp | 72.6%-7.0pp | 67.9%-2.4pp |
| Annual return | -15.98% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,781 | $2,218-19.7% | $3,009-40.8% | $2,596-31.4% |
| Participant deferral / active EE | $3,790 | $3,246+16.8% | $4,395-13.8% | $4,027-5.9% |
| Admin fee / account holder | $1,679 | $4,395-61.8% | $5,329-68.5% | $5,403-68.9% |