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 | $137,302 | $97,044+41.5% | $83,333+64.8% | $135,375+1.4% |
| Participation rate | 64.3% | 80.4%-16.1pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | -6.53% | 12.31%-18.8pp | 10.63%-17.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,757 | $4,143-57.6% | $3,379-48.0% | $4,779-63.2% |
| Participant deferral / active EE | $5,616 | $5,964-5.8% | $5,565+0.9% | $5,609+0.1% |
| Admin fee / account holder | $633 | $8,380-92.5% | $7,510-91.6% | $10,827-94.2% |