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 | $114,822 | $48,274+137.9% | $63,517+80.8% | $59,632+92.5% |
| Participation rate | 60.4% | 66.3%-5.9pp | 71.0%-10.6pp | 68.7%-8.3pp |
| Annual return | 2.45% | -240.79%+243.2pp | -70.30%+72.7pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $800 | $1,586-49.5% | $2,322-65.5% | $2,203-63.7% |
| Participant deferral / active EE | $2,220 | $2,343-5.2% | $2,953-24.8% | $3,192-30.4% |
| Admin fee / account holder | $9,134 | $3,600+153.7% | $5,892+55.0% | $4,297+112.6% |