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 | $126,188 | $95,193+32.6% | $76,523+64.9% | $135,375-6.8% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.0%-26.8pp | 82.6%-41.5pp |
| Annual return | -4.87% | 4.85%-9.7pp | -0.27%-4.6pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,828 | $3,302-14.4% | $2,647+6.8% | $4,779-40.8% |
| Participant deferral / active EE | $5,453 | $4,639+17.5% | $3,835+42.2% | $5,609-2.8% |
| Admin fee / account holder | $591 | $6,249-90.5% | $4,848-87.8% | $10,827-94.5% |