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 | $112,134 | $76,000+47.5% | $154,107-27.2% | $64,186+74.7% |
| Participation rate | 69.5% | 70.4%-0.9pp | 83.0%-13.6pp | 69.6%-0.1pp |
| Annual return | -6.40% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,370 | $3,351-59.1% | $5,298-74.1% | $2,381-42.5% |
| Participant deferral / active EE | $3,281 | $3,175+3.3% | $5,081-35.4% | $3,470-5.4% |
| Admin fee / account holder | $1,593 | $5,596-71.5% | $13,411-88.1% | $4,888-67.4% |