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 | $101,130 | $54,350+86.1% | $82,719+22.3% | $68,494+47.6% |
| Participation rate | 63.9% | 63.9%0pp | 72.6%-8.6pp | 67.9%-4.0pp |
| Annual return | -18.85% | -13.67%-5.2pp | 701.18%-720.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,069 | $2,218-51.8% | $3,009-64.5% | $2,596-58.8% |
| Participant deferral / active EE | $3,138 | $3,246-3.3% | $4,395-28.6% | $4,027-22.1% |
| Admin fee / account holder | $920 | $4,395-79.1% | $5,329-82.7% | $5,403-83.0% |