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 | $166,545 | $127,100+31.0% | $105,738+57.5% | $135,375+23.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 76.3%-13.8pp | 82.6%-20.1pp |
| Annual return | -3.81% | 4.49%-8.3pp | 6.27%-10.1pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,804 | $4,107-56.1% | $3,268-44.8% | $4,779-62.2% |
| Participant deferral / active EE | $8,750 | $5,064+72.8% | $4,080+114.5% | $5,609+56.0% |
| Admin fee / account holder | $1,603 | $9,087-82.4% | $6,913-76.8% | $10,827-85.2% |