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 | $30,511 | $76,000-59.9% | $154,107-80.2% | $64,186-52.5% |
| Participation rate | 68.3% | 70.4%-2.2pp | 83.0%-14.8pp | 69.6%-1.3pp |
| Annual return | -2.89% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,786 | $3,351-46.7% | $5,298-66.3% | $2,381-25.0% |
| Participant deferral / active EE | $3,564 | $3,175+12.3% | $5,081-29.8% | $3,470+2.7% |
| Admin fee / account holder | $2,912 | $5,596-48.0% | $13,411-78.3% | $4,888-40.4% |