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 | $114,748 | $57,354+100.1% | $83,848+36.9% | $64,186+78.8% |
| Participation rate | 65.7% | 68.6%-2.9pp | 76.1%-10.5pp | 69.6%-3.9pp |
| Annual return | -7.07% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,357 | $2,545-46.7% | $3,631-62.6% | $2,381-43.0% |
| Participant deferral / active EE | $5,155 | $2,993+72.2% | $4,082+26.3% | $3,470+48.6% |
| Admin fee / account holder | $18,097 | $4,046+347.3% | $5,478+230.3% | $4,888+270.2% |