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 9-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 | $108,800 | $59,774+82.0% | - | $134,475-19.1% |
| Participation rate | 45.5% | 67.4%-22.0pp | - | 81.2%-35.8pp |
| Annual return | -9.79% | -10.72%+0.9pp | - | 417.96%-427.8pp |
| Employer contribution / active EE | $2,447 | $2,711-9.8% | - | $4,740-48.4% |
| Participant deferral / active EE | $5,873 | $4,131+42.2% | - | $6,400-8.2% |
| Admin fee / account holder | $1,582 | $4,003-60.5% | - | $11,426-86.2% |