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 | $134,454 | $110,094+22.1% | $151,611-11.3% | $68,494+96.3% |
| Participation rate | 66.2% | 84.0%-17.8pp | 87.5%-21.3pp | 67.9%-1.7pp |
| Annual return | -16.52% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $3,230 | $4,471-27.8% | $6,166-47.6% | $2,596+24.4% |
| Participant deferral / active EE | $4,555 | $6,527-30.2% | $8,363-45.5% | $4,027+13.1% |
| Admin fee / account holder | $5,850 | $7,719-24.2% | $11,616-49.6% | $5,403+8.3% |