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 | $114,305 | $57,354+99.3% | $83,848+36.3% | $64,186+78.1% |
| Participation rate | 65.4% | 68.6%-3.2pp | 76.1%-10.8pp | 69.6%-4.2pp |
| Annual return | -6.96% | 11.38%-18.3pp | 850.88%-857.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,041 | $2,545-19.8% | $3,631-43.8% | $2,381-14.3% |
| Participant deferral / active EE | $5,195 | $2,993+73.6% | $4,082+27.3% | $3,470+49.7% |
| Admin fee / account holder | $384 | $4,046-90.5% | $5,478-93.0% | $4,888-92.1% |