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 | $105,054 | $57,354+83.2% | $83,848+25.3% | $64,186+63.7% |
| Participation rate | 58.7% | 68.6%-9.9pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -5.90% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,670 | $2,545-34.4% | $3,631-54.0% | $2,381-29.9% |
| Participant deferral / active EE | $3,907 | $2,993+30.5% | $4,082-4.3% | $3,470+12.6% |
| Admin fee / account holder | $5,275 | $4,046+30.4% | $5,478-3.7% | $4,888+7.9% |