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 | $78,958 | $75,828+4.1% | $147,614-46.5% | $59,632+32.4% |
| Participation rate | 48.8% | 71.6%-22.8pp | 84.6%-35.8pp | 68.7%-19.9pp |
| Annual return | -0.03% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $2,320 | $3,485-33.4% | $5,564-58.3% | $2,203+5.3% |
| Participant deferral / active EE | $2,643 | $3,130-15.6% | $4,895-46.0% | $3,192-17.2% |
| Admin fee / account holder | $1,728 | $5,985-71.1% | $11,611-85.1% | $4,297-59.8% |