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 | $64,310 | $76,000-15.4% | $154,107-58.3% | $64,186+0.2% |
| Participation rate | 63.0% | 70.4%-7.4pp | 83.0%-20.0pp | 69.6%-6.5pp |
| Annual return | -5.24% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $566 | $3,351-83.1% | $5,298-89.3% | $2,381-76.2% |
| Participant deferral / active EE | $1,820 | $3,175-42.7% | $5,081-64.2% | $3,470-47.5% |
| Admin fee / account holder | $2,067 | $5,596-63.1% | $13,411-84.6% | $4,888-57.7% |