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 | $80,101 | $76,000+5.4% | $154,107-48.0% | $64,186+24.8% |
| Participation rate | 57.9% | 70.4%-12.5pp | 83.0%-25.1pp | 69.6%-11.7pp |
| Annual return | -4.22% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,472 | $3,351-56.1% | $5,298-72.2% | $2,381-38.2% |
| Participant deferral / active EE | $3,380 | $3,175+6.4% | $5,081-33.5% | $3,470-2.6% |
| Admin fee / account holder | $8,162 | $5,596+45.8% | $13,411-39.1% | $4,888+67.0% |