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 | $90,469 | $57,354+57.7% | $83,848+7.9% | $64,186+40.9% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.9pp | 69.6%-6.3pp |
| Annual return | -4.40% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,878 | $2,545-26.2% | $3,631-48.3% | $2,381-21.1% |
| Participant deferral / active EE | $4,985 | $2,993+66.5% | $4,082+22.1% | $3,470+43.7% |
| Admin fee / account holder | $8,032 | $4,046+98.5% | $5,478+46.6% | $4,888+64.3% |