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 | $89,274 | $57,354+55.7% | $83,848+6.5% | $64,186+39.1% |
| Participation rate | 46.8% | 68.6%-21.8pp | 76.1%-29.4pp | 69.6%-22.8pp |
| Annual return | -5.32% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $634 | $2,545-75.1% | $3,631-82.5% | $2,381-73.4% |
| Participant deferral / active EE | $1,591 | $2,993-46.8% | $4,082-61.0% | $3,470-54.1% |
| Admin fee / account holder | $968 | $4,046-76.1% | $5,478-82.3% | $4,888-80.2% |