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 | $73,228 | $56,199+30.3% | $67,652+8.2% | $59,632+22.8% |
| Participation rate | 63.2% | 71.5%-8.2pp | 75.7%-12.4pp | 68.7%-5.4pp |
| Annual return | -1.16% | 18505.31%-18506.5pp | 6625.04%-6626.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,653 | $1,614+2.4% | $2,266-27.1% | $2,203-25.0% |
| Participant deferral / active EE | $2,592 | $2,844-8.9% | $3,560-27.2% | $3,192-18.8% |
| Admin fee / account holder | $2,644 | $3,958-33.2% | $4,821-45.2% | $4,297-38.5% |