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 | $76,696 | $76,000+0.9% | $154,107-50.2% | $64,186+19.5% |
| Participation rate | 35.7% | 70.4%-34.7pp | 83.0%-47.3pp | 69.6%-33.9pp |
| Annual return | -5.73% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,594 | $3,351-52.4% | $5,298-69.9% | $2,381-33.0% |
| Participant deferral / active EE | $2,223 | $3,175-30.0% | $5,081-56.2% | $3,470-35.9% |
| Admin fee / account holder | $3,779 | $5,596-32.5% | $13,411-71.8% | $4,888-22.7% |