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 | $92,177 | $49,177+87.4% | $79,464+16.0% | $64,186+43.6% |
| Participation rate | 36.1% | 65.0%-28.9pp | 73.3%-37.2pp | 69.6%-33.4pp |
| Annual return | -6.87% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $520 | $2,076-75.0% | $2,800-81.4% | $2,381-78.2% |
| Participant deferral / active EE | $1,233 | $2,821-56.3% | $3,704-66.7% | $3,470-64.5% |
| Admin fee / account holder | $5,163 | $3,839+34.5% | $5,113+1.0% | $4,888+5.6% |