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 8-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 | $75,657 | $39,162+93.2% | $100,671-24.8% | $59,632+26.9% |
| Participation rate | 62.3% | 55.9%+6.4pp | 70.7%-8.4pp | 68.7%-6.4pp |
| Annual return | -2.47% | 21.07%-23.5pp | 20.43%-22.9pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $735 | $1,151-36.2% | $4,012-81.7% | $2,203-66.7% |
| Participant deferral / active EE | $5,201 | $1,992+161.1% | $3,144+65.4% | $3,192+63.0% |
| Admin fee / account holder | $11,881 | $2,969+300.1% | $4,850+145.0% | $4,297+176.5% |