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 | $87,567 | $43,723+100.3% | $121,196-27.7% | $64,186+36.4% |
| Participation rate | 64.6% | 58.3%+6.3pp | 71.7%-7.1pp | 69.6%-5.0pp |
| Annual return | -3.95% | 68.91%-72.9pp | 16.93%-20.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,220 | $1,296+71.2% | $4,022-44.8% | $2,381-6.8% |
| Participant deferral / active EE | $3,908 | $2,280+71.4% | $3,344+16.8% | $3,470+12.6% |
| Admin fee / account holder | $10,467 | $3,501+199.0% | $5,019+108.5% | $4,888+114.1% |