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 | $78,537 | $43,723+79.6% | $121,196-35.2% | $64,186+22.4% |
| Participation rate | 68.0% | 58.3%+9.7pp | 71.7%-3.7pp | 69.6%-1.6pp |
| Annual return | -7.25% | 68.91%-76.2pp | 16.93%-24.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,105 | $1,296-14.7% | $4,022-72.5% | $2,381-53.6% |
| Participant deferral / active EE | $5,051 | $2,280+121.5% | $3,344+51.0% | $3,470+45.6% |
| Admin fee / account holder | $5,835 | $3,501+66.7% | $5,019+16.2% | $4,888+19.4% |