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 | $78,007 | $76,000+2.6% | $154,107-49.4% | $64,186+21.5% |
| Participation rate | 61.5% | 70.4%-8.9pp | 83.0%-21.5pp | 69.6%-8.0pp |
| Annual return | -5.10% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,355 | $3,351-59.6% | $5,298-74.4% | $2,381-43.1% |
| Participant deferral / active EE | $4,950 | $3,175+55.9% | $5,081-2.6% | $3,470+42.7% |
| Admin fee / account holder | $523 | $5,596-90.7% | $13,411-96.1% | $4,888-89.3% |