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 | $119,051 | $95,971+24.0% | $74,550+59.7% | $135,375-12.1% |
| Participation rate | 59.1% | 75.7%-16.6pp | 69.1%-10.1pp | 82.6%-23.5pp |
| Annual return | -5.61% | 56.96%-62.6pp | 32.53%-38.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,108 | $2,716-59.2% | $1,961-43.5% | $4,779-76.8% |
| Participant deferral / active EE | $3,019 | $3,843-21.5% | $3,108-2.9% | $5,609-46.2% |
| Admin fee / account holder | $2,198 | $6,522-66.3% | $5,060-56.6% | $10,827-79.7% |