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 | $104,460 | $67,331+55.1% | $60,874+71.6% | $134,475-22.3% |
| Participation rate | 44.4% | 76.2%-31.7pp | 73.1%-28.7pp | 81.2%-36.8pp |
| Annual return | -5.24% | 49.93%-55.2pp | 16.90%-22.1pp | 417.96%-423.2pp |
| Employer contribution / active EE | $6,251 | $3,096+101.9% | $2,701+131.4% | $4,740+31.9% |
| Participant deferral / active EE | $5,119 | $4,538+12.8% | $3,817+34.1% | $6,400-20.0% |
| Admin fee / account holder | $4,654 | $4,582+1.6% | $3,224+44.3% | $11,426-59.3% |