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 | $101,407 | $55,449+82.9% | $83,848+20.9% | $56,287+80.2% |
| Participation rate | 67.6% | 68.0%-0.4pp | 76.1%-8.5pp | 69.9%-2.2pp |
| Annual return | -5.37% | -1.38%-4.0pp | 850.88%-856.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,858 | $2,430+17.6% | $3,631-21.3% | $2,111+35.4% |
| Participant deferral / active EE | $5,679 | $2,935+93.5% | $4,082+39.1% | $3,350+69.5% |
| Admin fee / account holder | $1,152 | $656+75.5% | $5,478-79.0% | $521+121.0% |