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 | $88,777 | $57,354+54.8% | $83,848+5.9% | $64,186+38.3% |
| Participation rate | 45.7% | 68.6%-22.9pp | 76.1%-30.4pp | 69.6%-23.9pp |
| Annual return | -3.45% | 11.38%-14.8pp | 850.88%-854.3pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,305 | $2,545-48.7% | $3,631-64.1% | $2,381-45.2% |
| Participant deferral / active EE | $3,558 | $2,993+18.9% | $4,082-12.8% | $3,470+2.5% |
| Admin fee / account holder | $6,538 | $4,046+61.6% | $5,478+19.3% | $4,888+33.8% |