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 | $106,431 | $54,350+95.8% | $82,719+28.7% | $68,494+55.4% |
| Participation rate | 60.0% | 63.9%-3.9pp | 72.6%-12.6pp | 67.9%-7.9pp |
| Annual return | -11.86% | -13.67%+1.8pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,512 | $2,218+13.2% | $3,009-16.5% | $2,596-3.3% |
| Participant deferral / active EE | $5,250 | $3,246+61.7% | $4,395+19.5% | $4,027+30.4% |
| Admin fee / account holder | $7,175 | $4,395+63.2% | $5,329+34.6% | $5,403+32.8% |