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 | $81,085 | $44,873+80.7% | $79,464+2.0% | $56,287+44.1% |
| Participation rate | 61.8% | 68.7%-7.0pp | 73.3%-11.6pp | 69.9%-8.1pp |
| Annual return | 8.56% | 0.81%+7.7pp | 718.14%-709.6pp | -9.96%+18.5pp |
| Employer contribution / active EE | $1,321 | $2,140-38.3% | $2,800-52.8% | $2,111-37.4% |
| Participant deferral / active EE | $2,942 | $2,746+7.1% | $3,704-20.6% | $3,350-12.2% |
| Admin fee / account holder | $1,437 | $418+243.3% | $5,113-71.9% | $521+175.8% |