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 | $96,835 | $76,000+27.4% | $154,107-37.2% | $64,186+50.9% |
| Participation rate | 60.2% | 70.4%-10.2pp | 83.0%-22.8pp | 69.6%-9.3pp |
| Annual return | -5.89% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,760 | $3,351-47.5% | $5,298-66.8% | $2,381-26.1% |
| Participant deferral / active EE | $4,721 | $3,175+48.7% | $5,081-7.1% | $3,470+36.1% |
| Admin fee / account holder | $4,224 | $5,596-24.5% | $13,411-68.5% | $4,888-13.6% |