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 | $78,100 | $76,000+2.8% | $154,107-49.3% | $64,186+21.7% |
| Participation rate | 57.8% | 70.4%-12.6pp | 83.0%-25.3pp | 69.6%-11.8pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $614 | $3,351-81.7% | $5,298-88.4% | $2,381-74.2% |
| Participant deferral / active EE | $2,285 | $3,175-28.0% | $5,081-55.0% | $3,470-34.1% |
| Admin fee / account holder | $3,225 | $5,596-42.4% | $13,411-76.0% | $4,888-34.0% |