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 | $87,477 | $49,177+77.9% | $79,464+10.1% | $64,186+36.3% |
| Participation rate | 65.7% | 65.0%+0.7pp | 73.3%-7.6pp | 69.6%-3.9pp |
| Annual return | -6.75% | -1.16%-5.6pp | 718.14%-724.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,957 | $2,076-5.7% | $2,800-30.1% | $2,381-17.8% |
| Participant deferral / active EE | $4,418 | $2,821+56.6% | $3,704+19.3% | $3,470+27.3% |
| Admin fee / account holder | $7,331 | $3,839+91.0% | $5,113+43.4% | $4,888+50.0% |