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 | $71,817 | $76,000-5.5% | $154,107-53.4% | $64,186+11.9% |
| Participation rate | 67.1% | 70.4%-3.3pp | 83.0%-15.9pp | 69.6%-2.4pp |
| Annual return | -3.43% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,324 | $3,351-60.5% | $5,298-75.0% | $2,381-44.4% |
| Participant deferral / active EE | $3,673 | $3,175+15.7% | $5,081-27.7% | $3,470+5.9% |
| Admin fee / account holder | $21,936 | $5,596+292.0% | $13,411+63.6% | $4,888+348.8% |