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 | $117,464 | $73,102+60.7% | $123,544-4.9% | $56,287+108.7% |
| Participation rate | 63.5% | 74.3%-10.9pp | 82.3%-18.8pp | 69.9%-6.4pp |
| Annual return | -5.88% | 3.01%-8.9pp | 119.20%-125.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,788 | $2,977-39.9% | $4,628-61.4% | $2,111-15.3% |
| Participant deferral / active EE | $3,383 | $5,423-37.6% | $6,426-47.4% | $3,350+1.0% |
| Admin fee / account holder | $2,926 | $554+428.4% | $9,284-68.5% | $521+461.7% |