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 | $74,892 | $30,732+143.7% | $59,496+25.9% | $59,632+25.6% |
| Participation rate | 59.8% | 43.2%+16.6pp | 54.6%+5.2pp | 68.7%-8.9pp |
| Annual return | 1.84% | 4.47%-2.6pp | 182.05%-180.2pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $195 | $631-69.1% | $1,153-83.1% | $2,203-91.2% |
| Participant deferral / active EE | $2,914 | $1,183+146.3% | $1,829+59.3% | $3,192-8.7% |
| Admin fee / account holder | $756 | $2,136-64.6% | $2,232-66.1% | $4,297-82.4% |