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 | $54,503 | $45,566+19.6% | $64,105-15.0% | $59,632-8.6% |
| Participation rate | 52.5% | 60.2%-7.6pp | 68.2%-15.6pp | 68.7%-16.1pp |
| Annual return | -1.45% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $447 | $934-52.2% | $1,820-75.5% | $2,203-79.7% |
| Participant deferral / active EE | $2,489 | $2,057+21.0% | $2,822-11.8% | $3,192-22.0% |
| Admin fee / account holder | $3,748 | $3,268+14.7% | $4,499-16.7% | $4,297-12.8% |