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 | $202,476 | $99,032+104.5% | $80,019+153.0% | $135,375+49.6% |
| Participation rate | 63.2% | 78.4%-15.2pp | 75.8%-12.7pp | 82.6%-19.5pp |
| Annual return | -6.30% | 15.39%-21.7pp | 11.22%-17.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $837 | $3,043-72.5% | $2,468-66.1% | $4,779-82.5% |
| Participant deferral / active EE | $1,361 | $4,282-68.2% | $3,686-63.1% | $5,609-75.7% |
| Admin fee / account holder | $883 | $10,436-91.5% | $6,521-86.5% | $10,827-91.8% |