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 | $102,211 | $82,286+24.2% | $68,791+48.6% | $134,475-24.0% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.0%-6.5pp | 81.2%-18.7pp |
| Annual return | -11.40% | -2.19%-9.2pp | -6.38%-5.0pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,126 | $3,301-65.9% | $2,655-57.6% | $4,740-76.2% |
| Participant deferral / active EE | $3,749 | $4,739-20.9% | $3,941-4.9% | $6,400-41.4% |
| Admin fee / account holder | $5,477 | $6,481-15.5% | $4,932+11.0% | $11,426-52.1% |