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 | $64,504 | $45,566+41.6% | $64,105+0.6% | $59,632+8.2% |
| Participation rate | 66.7% | 60.2%+6.5pp | 68.2%-1.5pp | 68.7%-2.0pp |
| Annual return | -1.06% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,617 | $934+73.2% | $1,820-11.1% | $2,203-26.6% |
| Participant deferral / active EE | $3,423 | $2,057+66.4% | $2,822+21.3% | $3,192+7.3% |
| Admin fee / account holder | $7,817 | $3,268+139.2% | $4,499+73.7% | $4,297+81.9% |