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 | $83,747 | $57,354+46.0% | $83,848-0.1% | $64,186+30.5% |
| Participation rate | 63.0% | 68.6%-5.6pp | 76.1%-13.2pp | 69.6%-6.6pp |
| Annual return | -5.40% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $902 | $2,545-64.5% | $3,631-75.1% | $2,381-62.1% |
| Participant deferral / active EE | $2,585 | $2,993-13.6% | $4,082-36.7% | $3,470-25.5% |
| Admin fee / account holder | $3,222 | $4,046-20.4% | $5,478-41.2% | $4,888-34.1% |