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 | $100,533 | $72,177+39.3% | $115,037-12.6% | $59,632+68.6% |
| Participation rate | 69.6% | 72.6%-2.9pp | 81.4%-11.7pp | 68.7%+1.0pp |
| Annual return | -0.94% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $3,639 | $2,841+28.1% | $4,608-21.0% | $2,203+65.2% |
| Participant deferral / active EE | $7,385 | $4,783+54.4% | $6,026+22.5% | $3,192+131.4% |
| Admin fee / account holder | $8,782 | $4,927+78.2% | $8,175+7.4% | $4,297+104.4% |