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 | $153,059 | $92,222+66.0% | $76,768+99.4% | $135,375+13.1% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | -6.97% | 5.46%-12.4pp | 2.43%-9.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,065 | $3,216-66.9% | $2,485-57.2% | $4,779-77.7% |
| Participant deferral / active EE | $2,931 | $4,509-35.0% | $3,852-23.9% | $5,609-47.7% |
| Admin fee / account holder | $12,213 | $10,748+13.6% | $6,675+83.0% | $10,827+12.8% |