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 | $92,324 | $95,971-3.8% | $74,550+23.8% | $135,375-31.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -4.96% | 56.96%-61.9pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,407 | $2,716-48.2% | $1,961-28.3% | $4,779-70.6% |
| Participant deferral / active EE | $3,617 | $3,843-5.9% | $3,108+16.4% | $5,609-35.5% |
| Admin fee / account holder | $15,682 | $6,522+140.5% | $5,060+209.9% | $10,827+44.8% |