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 | $183,035 | $92,222+98.5% | $76,768+138.4% | $135,375+35.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -5.11% | 5.46%-10.6pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,717 | $3,216-46.6% | $2,485-30.9% | $4,779-64.1% |
| Participant deferral / active EE | $4,956 | $4,509+9.9% | $3,852+28.7% | $5,609-11.6% |
| Admin fee / account holder | $6,155 | $10,748-42.7% | $6,675-7.8% | $10,827-43.2% |