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 | $82,525 | $75,935+8.7% | $60,547+36.3% | $125,391-34.2% |
| Participation rate | 63.6% | 76.5%-12.9pp | 68.0%-4.3pp | 83.2%-19.6pp |
| Annual return | -2.16% | -5.38%+3.2pp | 335.64%-337.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $2,720 | $3,438-20.9% | $2,419+12.4% | $4,866-44.1% |
| Participant deferral / active EE | $4,206 | $4,506-6.7% | $3,328+26.4% | $5,352-21.4% |
| Admin fee / account holder | $17,686 | $6,768+161.3% | $4,536+289.9% | $9,540+85.4% |