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 | $104,290 | $72,404+44.0% | $110,238-5.4% | $64,186+62.5% |
| Participation rate | 64.1% | 73.3%-9.3pp | 79.8%-15.8pp | 69.6%-5.5pp |
| Annual return | -2.85% | -6.29%+3.4pp | 314.74%-317.6pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,203 | $2,282+40.4% | $3,826-16.3% | $2,381+34.5% |
| Participant deferral / active EE | $8,628 | $3,469+148.7% | $4,672+84.7% | $3,470+148.7% |
| Admin fee / account holder | $2,176 | $5,664-61.6% | $8,547-74.5% | $4,888-55.5% |