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 | $182,253 | $127,100+43.4% | $105,738+72.4% | $135,375+34.6% |
| Participation rate | 55.0% | 82.7%-27.7pp | 76.3%-21.3pp | 82.6%-27.6pp |
| Annual return | -5.23% | 4.49%-9.7pp | 6.27%-11.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,712 | $4,107-58.3% | $3,268-47.6% | $4,779-64.2% |
| Participant deferral / active EE | $5,562 | $5,064+9.8% | $4,080+36.3% | $5,609-0.8% |
| Admin fee / account holder | $1,248 | $9,087-86.3% | $6,913-82.0% | $10,827-88.5% |