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 | $114,370 | $97,044+17.9% | $83,333+37.2% | $135,375-15.5% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -8.32% | 12.31%-20.6pp | 10.63%-19.0pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,891 | $4,143-30.2% | $3,379-14.4% | $4,779-39.5% |
| Participant deferral / active EE | $7,391 | $5,964+23.9% | $5,565+32.8% | $5,609+31.8% |
| Admin fee / account holder | $7,575 | $8,380-9.6% | $7,510+0.9% | $10,827-30.0% |