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 | $126,045 | $57,354+119.8% | $83,848+50.3% | $64,186+96.4% |
| Participation rate | 68.0% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.6pp |
| Annual return | -8.41% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $838 | $2,545-67.1% | $3,631-76.9% | $2,381-64.8% |
| Participant deferral / active EE | $3,110 | $2,993+3.9% | $4,082-23.8% | $3,470-10.4% |
| Admin fee / account holder | $1,329 | $4,046-67.1% | $5,478-75.7% | $4,888-72.8% |