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 | $128,672 | $77,813+65.4% | $123,544+4.2% | $64,186+100.5% |
| Participation rate | 68.2% | 74.7%-6.5pp | 82.3%-14.1pp | 69.6%-1.3pp |
| Annual return | -2.35% | 12.48%-14.8pp | 119.20%-121.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $3,581 | $3,014+18.8% | $4,628-22.6% | $2,381+50.4% |
| Participant deferral / active EE | $6,428 | $5,240+22.7% | $6,4260% | $3,470+85.3% |
| Admin fee / account holder | $797 | $5,519-85.5% | $9,284-91.4% | $4,888-83.7% |