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 | $122,150 | $57,354+113.0% | $83,848+45.7% | $64,186+90.3% |
| Participation rate | 47.9% | 68.6%-20.7pp | 76.1%-28.2pp | 69.6%-21.7pp |
| Annual return | -7.03% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,638 | $2,545+3.6% | $3,631-27.3% | $2,381+10.8% |
| Participant deferral / active EE | $2,990 | $2,993-0.1% | $4,082-26.7% | $3,470-13.8% |
| Admin fee / account holder | $1,559 | $4,046-61.5% | $5,478-71.5% | $4,888-68.1% |