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 | $111,496 | $92,222+20.9% | $76,768+45.2% | $135,375-17.6% |
| Participation rate | 54.2% | 79.8%-25.6pp | 77.0%-22.8pp | 82.6%-28.5pp |
| Annual return | -6.36% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,121 | $3,216-65.2% | $2,485-54.9% | $4,779-76.5% |
| Participant deferral / active EE | $2,647 | $4,509-41.3% | $3,852-31.3% | $5,609-52.8% |
| Admin fee / account holder | $3,682 | $10,748-65.7% | $6,675-44.8% | $10,827-66.0% |