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 | $82,330 | $49,177+67.4% | $79,464+3.6% | $64,186+28.3% |
| Participation rate | 69.6% | 65.0%+4.5pp | 73.3%-3.8pp | 69.6%0pp |
| Annual return | -6.37% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,543 | $2,076+22.5% | $2,800-9.2% | $2,381+6.8% |
| Participant deferral / active EE | $3,805 | $2,821+34.9% | $3,704+2.7% | $3,470+9.7% |
| Admin fee / account holder | $8,145 | $3,839+112.2% | $5,113+59.3% | $4,888+66.6% |