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 | $106,676 | $107,791-1.0% | $90,645+17.7% | $135,375-21.2% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -2.74% | -0.90%-1.8pp | 1.88%-4.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,176 | $3,018-61.0% | $2,532-53.6% | $4,779-75.4% |
| Participant deferral / active EE | $4,230 | $3,872+9.2% | $3,425+23.5% | $5,609-24.6% |
| Admin fee / account holder | $1,438 | $5,930-75.7% | $4,994-71.2% | $10,827-86.7% |