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 | $99,851 | $95,862+4.2% | $79,550+25.5% | $134,475-25.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -17.50% | -2.69%-14.8pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,024 | $3,128-35.3% | $2,413-16.1% | $4,740-57.3% |
| Participant deferral / active EE | $6,013 | $4,693+28.1% | $3,985+50.9% | $6,400-6.0% |
| Admin fee / account holder | $119,149 | $9,126+1205.6% | $6,832+1643.9% | $11,426+942.8% |