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 | $127,894 | $69,518+84.0% | $59,878+113.6% | $135,375-5.5% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.7%-29.2pp | 82.6%-37.2pp |
| Annual return | -8.16% | 7.94%-16.1pp | 3.46%-11.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $2,593 | $3,235-19.9% | $2,722-4.7% | $4,779-45.7% |
| Participant deferral / active EE | $5,827 | $4,206+38.5% | $3,402+71.3% | $5,609+3.9% |
| Admin fee / account holder | $520 | $5,734-90.9% | $3,590-85.5% | $10,827-95.2% |