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 | $35,118 | $76,000-53.8% | $154,107-77.2% | $64,186-45.3% |
| Participation rate | 67.1% | 70.4%-3.4pp | 83.0%-16.0pp | 69.6%-2.5pp |
| Annual return | -1.40% | 30.32%-31.7pp | 735.12%-736.5pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,160 | $3,351-65.4% | $5,298-78.1% | $2,381-51.3% |
| Participant deferral / active EE | $2,280 | $3,175-28.2% | $5,081-55.1% | $3,470-34.3% |
| Admin fee / account holder | $1,490 | $5,596-73.4% | $13,411-88.9% | $4,888-69.5% |