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 | $105,506 | $72,404+45.7% | $110,238-4.3% | $64,186+64.4% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.8pp |
| Annual return | -4.89% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $646 | $2,282-71.7% | $3,826-83.1% | $2,381-72.9% |
| Participant deferral / active EE | $2,296 | $3,469-33.8% | $4,672-50.8% | $3,470-33.8% |
| Admin fee / account holder | $5,292 | $5,664-6.6% | $8,547-38.1% | $4,888+8.3% |