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 | $59,651 | $43,723+36.4% | $121,196-50.8% | $64,186-7.1% |
| Participation rate | 66.7% | 58.3%+8.3pp | 71.7%-5.1pp | 69.6%-2.9pp |
| Annual return | -3.45% | 68.91%-72.4pp | 16.93%-20.4pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,995 | $1,296+131.1% | $4,022-25.5% | $2,381+25.8% |
| Participant deferral / active EE | $3,736 | $2,280+63.9% | $3,344+11.7% | $3,470+7.7% |
| Admin fee / account holder | $4,781 | $3,501+36.6% | $5,019-4.8% | $4,888-2.2% |