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 | $111,769 | $57,354+94.9% | $83,848+33.3% | $64,186+74.1% |
| Participation rate | 68.4% | 68.6%-0.2pp | 76.1%-7.7pp | 69.6%-1.1pp |
| Annual return | -3.91% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $3,853 | $2,545+51.4% | $3,631+6.1% | $2,381+61.9% |
| Participant deferral / active EE | $3,602 | $2,993+20.3% | $4,082-11.8% | $3,470+3.8% |
| Admin fee / account holder | $2,813 | $4,046-30.5% | $5,478-48.7% | $4,888-42.5% |