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 | $193,487 | $91,911+110.5% | $68,793+181.3% | $135,375+42.9% |
| Participation rate | 57.1% | 76.7%-19.6pp | 72.2%-15.1pp | 82.6%-25.5pp |
| Annual return | -2.31% | -8.22%+5.9pp | -4.63%+2.3pp | 519.73%-522.0pp |
| Employer contribution / active EE | $1,698 | $3,924-56.7% | $2,625-35.3% | $4,779-64.5% |
| Participant deferral / active EE | $3,409 | $4,315-21.0% | $3,311+3.0% | $5,609-39.2% |
| Admin fee / account holder | $11,762 | $9,240+27.3% | $5,131+129.3% | $10,827+8.6% |