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 | $97,745 | $65,703+48.8% | $94,224+3.7% | $59,632+63.9% |
| Participation rate | 55.2% | 72.1%-16.9pp | 78.8%-23.6pp | 68.7%-13.5pp |
| Annual return | -1.19% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,551 | $2,021+26.2% | $3,587-28.9% | $2,203+15.8% |
| Participant deferral / active EE | $3,989 | $3,143+26.9% | $4,320-7.7% | $3,192+25.0% |
| Admin fee / account holder | $16,628 | $4,264+289.9% | $6,269+165.2% | $4,297+287.0% |