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 | $204,865 | $92,222+122.1% | $76,768+166.9% | $135,375+51.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -7.35% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,103 | $3,216-34.6% | $2,485-15.4% | $4,779-56.0% |
| Participant deferral / active EE | $4,732 | $4,509+4.9% | $3,852+22.9% | $5,609-15.6% |
| Admin fee / account holder | $42,082 | $10,748+291.5% | $6,675+530.4% | $10,827+288.7% |