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 | $84,129 | $45,566+84.6% | $64,105+31.2% | $59,632+41.1% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -1.65% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,922 | $2,057-6.6% | $2,822-31.9% | $3,192-39.8% |
| Admin fee / account holder | $2,373 | $3,268-27.4% | $4,499-47.2% | $4,297-44.8% |