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 | $105,736 | $76,000+39.1% | $154,107-31.4% | $64,186+64.7% |
| Participation rate | 46.7% | 70.4%-23.7pp | 83.0%-36.4pp | 69.6%-22.9pp |
| Annual return | -5.39% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,916 | $3,351-42.8% | $5,298-63.8% | $2,381-19.5% |
| Participant deferral / active EE | $2,633 | $3,175-17.1% | $5,081-48.2% | $3,470-24.1% |
| Admin fee / account holder | $2,421 | $5,596-56.7% | $13,411-81.9% | $4,888-50.5% |