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 | $102,053 | $95,862+6.5% | $79,550+28.3% | $134,475-24.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -6.14% | -2.69%-3.4pp | 0.16%-6.3pp | 417.96%-424.1pp |
| Employer contribution / active EE | $1,721 | $3,128-45.0% | $2,413-28.7% | $4,740-63.7% |
| Participant deferral / active EE | $3,280 | $4,693-30.1% | $3,985-17.7% | $6,400-48.7% |
| Admin fee / account holder | $103,391 | $9,126+1032.9% | $6,832+1413.3% | $11,426+804.9% |