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 | $131,691 | $94,529+39.3% | $140,016-5.9% | $64,186+105.2% |
| Participation rate | 57.7% | 84.1%-26.4pp | 87.5%-29.8pp | 69.6%-11.9pp |
| Annual return | -5.13% | 7.77%-12.9pp | 651.12%-656.2pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,704 | $3,812-29.1% | $5,606-51.8% | $2,381+13.6% |
| Participant deferral / active EE | $4,475 | $5,250-14.8% | $6,927-35.4% | $3,470+29.0% |
| Admin fee / account holder | $2,623 | $6,741-61.1% | $10,705-75.5% | $4,888-46.3% |