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 | $116,259 | $57,354+102.7% | $83,848+38.7% | $64,186+81.1% |
| Participation rate | 48.4% | 68.6%-20.2pp | 76.1%-27.8pp | 69.6%-21.2pp |
| Annual return | -4.40% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,299 | $2,545-9.7% | $3,631-36.7% | $2,381-3.4% |
| Participant deferral / active EE | $3,079 | $2,993+2.9% | $4,082-24.6% | $3,470-11.2% |
| Admin fee / account holder | $2,224 | $4,046-45.0% | $5,478-59.4% | $4,888-54.5% |