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 | $126,496 | $87,540+44.5% | $75,781+66.9% | $125,391+0.9% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -2.17% | 13.48%-15.6pp | 9.68%-11.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,992 | $3,930-49.3% | $3,323-40.1% | $4,866-59.1% |
| Participant deferral / active EE | $3,447 | $4,229-18.5% | $3,651-5.6% | $5,352-35.6% |
| Admin fee / account holder | $5,919 | $6,502-9.0% | $5,299+11.7% | $9,540-38.0% |