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 | $60,550 | $76,000-20.3% | $154,107-60.7% | $64,186-5.7% |
| Participation rate | 61.0% | 70.4%-9.4pp | 83.0%-22.0pp | 69.6%-8.6pp |
| Annual return | -4.94% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,112 | $3,351-37.0% | $5,298-60.1% | $2,381-11.3% |
| Participant deferral / active EE | $4,185 | $3,175+31.8% | $5,081-17.6% | $3,470+20.6% |
| Admin fee / account holder | $10,838 | $5,596+93.7% | $13,411-19.2% | $4,888+121.7% |