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 | $110,256 | $52,519+109.9% | $155,790-29.2% | $59,632+84.9% |
| Participation rate | 58.1% | 61.7%-3.6pp | 76.1%-18.0pp | 68.7%-10.6pp |
| Annual return | 1.62% | 53.51%-51.9pp | 71.54%-69.9pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,437 | $3,084+76.3% | $4,797+13.3% | $3,192+70.4% |
| Admin fee / account holder | $3,805 | $3,540+7.5% | $7,478-49.1% | $4,297-11.4% |