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 | $49,265 | $76,000-35.2% | $154,107-68.0% | $64,186-23.2% |
| Participation rate | 62.2% | 70.4%-8.2pp | 83.0%-20.8pp | 69.6%-7.3pp |
| Annual return | -5.60% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,534 | $3,351-54.2% | $5,298-71.1% | $2,381-35.6% |
| Participant deferral / active EE | $3,184 | $3,175+0.3% | $5,081-37.3% | $3,470-8.2% |
| Admin fee / account holder | $4,024 | $5,596-28.1% | $13,411-70.0% | $4,888-17.7% |