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 | $69,935 | $43,723+60.0% | $121,196-42.3% | $64,186+9.0% |
| Participation rate | 52.6% | 58.3%-5.7pp | 71.7%-19.1pp | 69.6%-16.9pp |
| Annual return | -5.98% | 68.91%-74.9pp | 16.93%-22.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,722 | $1,296+32.8% | $4,022-57.2% | $2,381-27.7% |
| Participant deferral / active EE | $3,290 | $2,280+44.3% | $3,344-1.6% | $3,470-5.2% |
| Admin fee / account holder | $3,622 | $3,501+3.5% | $5,019-27.8% | $4,888-25.9% |