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 | $106,325 | $57,354+85.4% | $83,848+26.8% | $64,186+65.7% |
| Participation rate | 50.7% | 68.6%-17.9pp | 76.1%-25.4pp | 69.6%-18.8pp |
| Annual return | -5.06% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $982 | $2,545-61.4% | $3,631-73.0% | $2,381-58.8% |
| Participant deferral / active EE | $4,985 | $2,993+66.6% | $4,082+22.1% | $3,470+43.7% |
| Admin fee / account holder | $3,552 | $4,046-12.2% | $5,478-35.2% | $4,888-27.3% |