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 | $146,611 | $57,354+155.6% | $83,848+74.9% | $64,186+128.4% |
| Participation rate | 69.2% | 68.6%+0.6pp | 76.1%-6.9pp | 69.6%-0.3pp |
| Annual return | -3.56% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $943 | $2,545-62.9% | $3,631-74.0% | $2,381-60.4% |
| Participant deferral / active EE | $7,142 | $2,993+138.6% | $4,082+75.0% | $3,470+105.8% |
| Admin fee / account holder | $6,008 | $4,046+48.5% | $5,478+9.7% | $4,888+22.9% |