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 | $85,920 | $76,000+13.1% | $154,107-44.2% | $64,186+33.9% |
| Participation rate | 59.1% | 70.4%-11.3pp | 83.0%-23.9pp | 69.6%-10.5pp |
| Annual return | -3.82% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,440 | $3,351-57.0% | $5,298-72.8% | $2,381-39.5% |
| Participant deferral / active EE | $5,563 | $3,175+75.2% | $5,081+9.5% | $3,470+60.3% |
| Admin fee / account holder | $5,014 | $5,596-10.4% | $13,411-62.6% | $4,888+2.6% |