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 | $106,180 | $95,862+10.8% | $79,550+33.5% | $134,475-21.0% |
| Participation rate | 65.2% | 75.0%-9.8pp | 69.5%-4.3pp | 81.2%-16.0pp |
| Annual return | -10.52% | -2.69%-7.8pp | 0.16%-10.7pp | 417.96%-428.5pp |
| Employer contribution / active EE | $2,631 | $3,128-15.9% | $2,413+9.0% | $4,740-44.5% |
| Participant deferral / active EE | $7,202 | $4,693+53.5% | $3,985+80.7% | $6,400+12.5% |
| Admin fee / account holder | $1,359 | $9,126-85.1% | $6,832-80.1% | $11,426-88.1% |