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 | $79,060 | $95,971-17.6% | $74,550+6.1% | $135,375-41.6% |
| Participation rate | 58.3% | 75.7%-17.3pp | 69.1%-10.8pp | 82.6%-24.3pp |
| Annual return | -6.40% | 56.96%-63.4pp | 32.53%-38.9pp | 519.73%-526.1pp |
| Employer contribution / active EE | $3,056 | $2,716+12.5% | $1,961+55.8% | $4,779-36.1% |
| Participant deferral / active EE | $5,591 | $3,843+45.5% | $3,108+79.9% | $5,609-0.3% |
| Admin fee / account holder | $7,333 | $6,522+12.4% | $5,060+44.9% | $10,827-32.3% |