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 | $54,112 | $76,000-28.8% | $154,107-64.9% | $64,186-15.7% |
| Participation rate | 68.3% | 70.4%-2.1pp | 83.0%-14.7pp | 69.6%-1.3pp |
| Annual return | -5.10% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,682 | $3,351-49.8% | $5,298-68.2% | $2,381-29.3% |
| Participant deferral / active EE | $3,863 | $3,175+21.7% | $5,081-24.0% | $3,470+11.3% |
| Admin fee / account holder | $2,750 | $5,596-50.9% | $13,411-79.5% | $4,888-43.7% |