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 | $120,609 | $107,791+11.9% | $90,645+33.1% | $135,375-10.9% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.0%-16.9pp | 82.6%-25.5pp |
| Annual return | -5.63% | -0.90%-4.7pp | 1.88%-7.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,424 | $3,018-19.7% | $2,532-4.3% | $4,779-49.3% |
| Participant deferral / active EE | $5,145 | $3,872+32.9% | $3,425+50.2% | $5,609-8.3% |
| Admin fee / account holder | $5,663 | $5,930-4.5% | $4,994+13.4% | $10,827-47.7% |