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 | $95,748 | $92,222+3.8% | $76,768+24.7% | $135,375-29.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -6.49% | 5.46%-12.0pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,940 | $3,216-39.7% | $2,485-21.9% | $4,779-59.4% |
| Participant deferral / active EE | $6,365 | $4,509+41.2% | $3,852+65.3% | $5,609+13.5% |
| Admin fee / account holder | $4,200 | $10,748-60.9% | $6,675-37.1% | $10,827-61.2% |