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 | $88,855 | $67,331+32.0% | $60,874+46.0% | $134,475-33.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -14.91% | 49.93%-64.8pp | 16.90%-31.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,439 | $3,096-53.5% | $2,701-46.7% | $4,740-69.6% |
| Participant deferral / active EE | $4,705 | $4,538+3.7% | $3,817+23.3% | $6,400-26.5% |
| Admin fee / account holder | $12,467 | $4,582+172.1% | $3,224+286.7% | $11,426+9.1% |