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 | $85,707 | $49,177+74.3% | $79,464+7.9% | $64,186+33.5% |
| Participation rate | 67.6% | 65.0%+2.5pp | 73.3%-5.8pp | 69.6%-2.0pp |
| Annual return | -3.16% | -1.16%-2.0pp | 718.14%-721.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,313 | $2,076+59.6% | $2,800+18.3% | $2,381+39.1% |
| Participant deferral / active EE | $6,038 | $2,821+114.0% | $3,704+63.0% | $3,470+74.0% |
| Admin fee / account holder | $13,258 | $3,839+245.4% | $5,113+159.3% | $4,888+171.2% |