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 | $131,592 | $93,024+41.5% | $77,024+70.8% | $134,475-2.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 1.66% | 62.60%-60.9pp | 42.32%-40.7pp | 417.96%-416.3pp |
| Employer contribution / active EE | $1,883 | $3,418-44.9% | $2,812-33.0% | $4,740-60.3% |
| Participant deferral / active EE | $6,221 | $5,238+18.8% | $4,426+40.5% | $6,400-2.8% |
| Admin fee / account holder | $23,911 | $6,944+244.3% | $5,425+340.7% | $11,426+109.3% |