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 | $176,403 | $76,000+132.1% | $154,107+14.5% | $64,186+174.8% |
| Participation rate | 61.2% | 70.4%-9.2pp | 83.0%-21.8pp | 69.6%-8.3pp |
| Annual return | -2.10% | 30.32%-32.4pp | 735.12%-737.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,474 | $3,351-26.2% | $5,298-53.3% | $2,381+3.9% |
| Participant deferral / active EE | $5,031 | $3,175+58.5% | $5,081-1.0% | $3,470+45.0% |
| Admin fee / account holder | $3,207 | $5,596-42.7% | $13,411-76.1% | $4,888-34.4% |