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 | $74,221 | $43,723+69.8% | $121,196-38.8% | $64,186+15.6% |
| Participation rate | 63.0% | 58.3%+4.6pp | 71.7%-8.8pp | 69.6%-6.6pp |
| Annual return | -3.33% | 68.91%-72.2pp | 16.93%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,314 | $1,296+1.3% | $4,022-67.3% | $2,381-44.8% |
| Participant deferral / active EE | $3,856 | $2,280+69.2% | $3,344+15.3% | $3,470+11.2% |
| Admin fee / account holder | $552 | $3,501-84.2% | $5,019-89.0% | $4,888-88.7% |