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 | $45,053 | $75,828-40.6% | $147,614-69.5% | $59,632-24.4% |
| Participation rate | 52.9% | 71.6%-18.6pp | 84.6%-31.7pp | 68.7%-15.7pp |
| Annual return | -2.23% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,234 | $3,485-64.6% | $5,564-77.8% | $2,203-44.0% |
| Participant deferral / active EE | $2,196 | $3,130-29.8% | $4,895-55.1% | $3,192-31.2% |
| Admin fee / account holder | $2,242 | $5,985-62.5% | $11,611-80.7% | $4,297-47.8% |