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 | $128,720 | $87,540+47.0% | $75,781+69.9% | $125,391+2.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -1.57% | 13.48%-15.1pp | 9.68%-11.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,891 | $3,930-51.9% | $3,323-43.1% | $4,866-61.1% |
| Participant deferral / active EE | $6,382 | $4,229+50.9% | $3,651+74.8% | $5,352+19.3% |
| Admin fee / account holder | $324 | $6,502-95.0% | $5,299-93.9% | $9,540-96.6% |