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 | $98,155 | $56,199+74.7% | $67,652+45.1% | $59,632+64.6% |
| Participation rate | 69.7% | 71.5%-1.8pp | 75.7%-6.0pp | 68.7%+1.0pp |
| Annual return | -1.26% | 18505.31%-18506.6pp | 6625.04%-6626.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $1,073 | $1,614-33.5% | $2,266-52.6% | $2,203-51.3% |
| Participant deferral / active EE | $3,845 | $2,844+35.2% | $3,560+8.0% | $3,192+20.5% |
| Admin fee / account holder | $5,500 | $3,958+38.9% | $4,821+14.1% | $4,297+28.0% |