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 | $84,609 | $54,380+55.6% | $68,509+23.5% | $59,632+41.9% |
| Participation rate | 67.9% | 70.2%-2.3pp | 74.7%-6.9pp | 68.7%-0.8pp |
| Annual return | -1.03% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $2,454 | $1,539+59.5% | $2,278+7.8% | $2,203+11.4% |
| Participant deferral / active EE | $4,465 | $2,643+68.9% | $3,382+32.0% | $3,192+39.9% |
| Admin fee / account holder | $630 | $3,885-83.8% | $5,275-88.0% | $4,297-85.3% |