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 | $53,564 | $43,723+22.5% | $121,196-55.8% | $64,186-16.5% |
| Participation rate | 66.7% | 58.3%+8.3pp | 71.7%-5.1pp | 69.6%-2.9pp |
| Annual return | -0.37% | 68.91%-69.3pp | 16.93%-17.3pp | 7.63%-8.0pp |
| Employer contribution / active EE | $3,055 | $1,296+135.7% | $4,022-24.0% | $2,381+28.3% |
| Participant deferral / active EE | $3,431 | $2,280+50.5% | $3,344+2.6% | $3,470-1.1% |
| Admin fee / account holder | $36,828 | $3,501+951.9% | $5,019+633.7% | $4,888+653.4% |