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 | $117,240 | $95,971+22.2% | $74,550+57.3% | $135,375-13.4% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -5.30% | 56.96%-62.3pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,283 | $2,716-52.8% | $1,961-34.6% | $4,779-73.2% |
| Participant deferral / active EE | $4,259 | $3,843+10.8% | $3,108+37.0% | $5,609-24.1% |
| Admin fee / account holder | $1,926 | $6,522-70.5% | $5,060-61.9% | $10,827-82.2% |