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 | $83,873 | $45,566+84.1% | $64,105+30.8% | $59,632+40.7% |
| Participation rate | 65.5% | 60.2%+5.3pp | 68.2%-2.7pp | 68.7%-3.2pp |
| Annual return | -1.83% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,617 | $934+73.1% | $1,820-11.2% | $2,203-26.6% |
| Participant deferral / active EE | $3,922 | $2,057+90.7% | $2,822+39.0% | $3,192+22.9% |
| Admin fee / account holder | $3,064 | $3,268-6.2% | $4,499-31.9% | $4,297-28.7% |