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 | $75,888 | $30,732+146.9% | $59,496+27.6% | $59,632+27.3% |
| Participation rate | 67.3% | 43.2%+24.1pp | 54.6%+12.7pp | 68.7%-1.4pp |
| Annual return | -1.72% | 4.47%-6.2pp | 182.05%-183.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,066 | $631+227.6% | $1,153+79.2% | $2,203-6.2% |
| Participant deferral / active EE | $4,210 | $1,183+255.9% | $1,829+130.1% | $3,192+31.9% |
| Admin fee / account holder | $3,360 | $2,136+57.3% | $2,232+50.5% | $4,297-21.8% |