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 | $56,133 | $75,828-26.0% | $147,614-62.0% | $59,632-5.9% |
| Participation rate | 53.2% | 71.6%-18.3pp | 84.6%-31.4pp | 68.7%-15.4pp |
| Annual return | -1.76% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,420 | $3,485-30.5% | $5,564-56.5% | $2,203+9.9% |
| Participant deferral / active EE | $8,076 | $3,130+158.0% | $4,895+65.0% | $3,192+153.0% |
| Admin fee / account holder | $3,053 | $5,985-49.0% | $11,611-73.7% | $4,297-29.0% |