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 | $107,173 | $92,222+16.2% | $76,768+39.6% | $135,375-20.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.25% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,485 | $3,216-53.8% | $2,485-40.3% | $4,779-68.9% |
| Participant deferral / active EE | $4,271 | $4,509-5.3% | $3,852+10.9% | $5,609-23.9% |
| Admin fee / account holder | $1,491 | $10,748-86.1% | $6,675-77.7% | $10,827-86.2% |