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 | $62,926 | $69,518-9.5% | $59,878+5.1% | $135,375-53.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -6.58% | 7.94%-14.5pp | 3.46%-10.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $3,193 | $3,235-1.3% | $2,722+17.3% | $4,779-33.2% |
| Participant deferral / active EE | $942 | $4,206-77.6% | $3,402-72.3% | $5,609-83.2% |
| Admin fee / account holder | $689 | $5,734-88.0% | $3,590-80.8% | $10,827-93.6% |