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 | $98,717 | $49,177+100.7% | $79,464+24.2% | $64,186+53.8% |
| Participation rate | 67.7% | 65.0%+2.7pp | 73.3%-5.7pp | 69.6%-1.9pp |
| Annual return | -4.59% | -1.16%-3.4pp | 718.14%-722.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,113 | $2,076+49.9% | $2,800+11.2% | $2,381+30.8% |
| Participant deferral / active EE | $2,403 | $2,821-14.8% | $3,704-35.1% | $3,470-30.8% |
| Admin fee / account holder | $2,270 | $3,839-40.9% | $5,113-55.6% | $4,888-53.6% |