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 | $98,827 | $85,790+15.2% | $67,313+46.8% | $135,375-27.0% |
| Participation rate | 53.3% | 76.5%-23.1pp | 69.1%-15.7pp | 82.6%-29.3pp |
| Annual return | -8.37% | -0.54%-7.8pp | -4.08%-4.3pp | 519.73%-528.1pp |
| Employer contribution / active EE | $1,116 | $3,487-68.0% | $2,566-56.5% | $4,779-76.6% |
| Participant deferral / active EE | $2,522 | $4,651-45.8% | $3,568-29.3% | $5,609-55.0% |
| Admin fee / account holder | $1,231 | $6,392-80.7% | $4,507-72.7% | $10,827-88.6% |