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 | $104,505 | $69,518+50.3% | $59,878+74.5% | $135,375-22.8% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.7%-46.1pp | 82.6%-54.1pp |
| Annual return | -3.87% | 7.94%-11.8pp | 3.46%-7.3pp | 519.73%-523.6pp |
| Employer contribution / active EE | $1,779 | $3,235-45.0% | $2,722-34.6% | $4,779-62.8% |
| Participant deferral / active EE | $7,000 | $4,206+66.4% | $3,402+105.8% | $5,609+24.8% |
| Admin fee / account holder | $1,923 | $5,734-66.5% | $3,590-46.4% | $10,827-82.2% |