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 | $141,704 | $77,813+82.1% | $123,544+14.7% | $64,186+120.8% |
| Participation rate | 69.8% | 74.7%-4.9pp | 82.3%-12.5pp | 69.6%+0.2pp |
| Annual return | -4.53% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,553 | $3,014-48.5% | $4,628-66.4% | $2,381-34.8% |
| Participant deferral / active EE | $5,031 | $5,240-4.0% | $6,426-21.7% | $3,470+45.0% |
| Admin fee / account holder | $2,399 | $5,519-56.5% | $9,284-74.2% | $4,888-50.9% |