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 | $90,757 | $69,010+31.5% | $159,960-43.3% | $68,494+32.5% |
| Participation rate | 65.5% | 65.4%+0.1pp | 78.0%-12.4pp | 67.9%-2.4pp |
| Annual return | -17.96% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,161 | $2,213-2.4% | $4,226-48.9% | $2,596-16.8% |
| Participant deferral / active EE | $6,314 | $4,212+49.9% | $6,182+2.1% | $4,027+56.8% |
| Admin fee / account holder | $15,925 | $4,798+231.9% | $8,698+83.1% | $5,403+194.8% |