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 | $99,151 | $72,404+36.9% | $110,238-10.1% | $64,186+54.5% |
| Participation rate | 55.9% | 73.3%-17.4pp | 79.8%-23.9pp | 69.6%-13.6pp |
| Annual return | -7.14% | -6.29%-0.9pp | 314.74%-321.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,168 | $2,282-48.8% | $3,826-69.5% | $2,381-50.9% |
| Participant deferral / active EE | $3,708 | $3,469+6.9% | $4,672-20.6% | $3,470+6.9% |
| Admin fee / account holder | $8,751 | $5,664+54.5% | $8,547+2.4% | $4,888+79.0% |