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 | $65,710 | $45,152+45.5% | $73,843-11.0% | $59,632+10.2% |
| Participation rate | 56.8% | 64.0%-7.3pp | 73.4%-16.7pp | 68.7%-11.9pp |
| Annual return | -0.12% | 27.40%-27.5pp | 2267.84%-2268.0pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,598 | $1,902-16.0% | $2,787-42.7% | $2,203-27.4% |
| Participant deferral / active EE | $2,754 | $2,574+7.0% | $3,583-23.2% | $3,192-13.7% |
| Admin fee / account holder | $6,674 | $3,516+89.8% | $4,880+36.7% | $4,297+55.3% |