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 | $49,146 | $76,000-35.3% | $154,107-68.1% | $64,186-23.4% |
| Participation rate | 64.2% | 70.4%-6.2pp | 83.0%-18.9pp | 69.6%-5.4pp |
| Annual return | -4.84% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $473 | $3,351-85.9% | $5,298-91.1% | $2,381-80.1% |
| Participant deferral / active EE | $2,463 | $3,175-22.4% | $5,081-51.5% | $3,470-29.0% |
| Admin fee / account holder | $1,328 | $5,596-76.3% | $13,411-90.1% | $4,888-72.8% |