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 | $106,053 | $65,703+61.4% | $94,224+12.6% | $59,632+77.8% |
| Participation rate | 55.8% | 72.1%-16.4pp | 78.8%-23.0pp | 68.7%-12.9pp |
| Annual return | -0.04% | 5.22%-5.3pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $847 | $2,021-58.1% | $3,587-76.4% | $2,203-61.5% |
| Participant deferral / active EE | $2,470 | $3,143-21.4% | $4,320-42.8% | $3,192-22.6% |
| Admin fee / account holder | $1,980 | $4,264-53.6% | $6,269-68.4% | $4,297-53.9% |