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 | $81,193 | $76,000+6.8% | $154,107-47.3% | $64,186+26.5% |
| Participation rate | 60.6% | 70.4%-9.8pp | 83.0%-22.4pp | 69.6%-9.0pp |
| Annual return | -7.22% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,181 | $3,351-64.8% | $5,298-77.7% | $2,381-50.4% |
| Participant deferral / active EE | $3,221 | $3,175+1.5% | $5,081-36.6% | $3,470-7.2% |
| Admin fee / account holder | $1,478 | $5,596-73.6% | $13,411-89.0% | $4,888-69.8% |