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 | $86,675 | $78,694+10.1% | $67,652+28.1% | $125,391-30.9% |
| Participation rate | 45.0% | 78.8%-33.8pp | 75.7%-30.7pp | 83.2%-38.2pp |
| Annual return | -1.55% | 9.46%-11.0pp | 6625.04%-6626.6pp | 282.22%-283.8pp |
| Employer contribution / active EE | $473 | $3,044-84.4% | $2,266-79.1% | $4,866-90.3% |
| Participant deferral / active EE | $3,559 | $4,292-17.1% | $3,5600% | $5,352-33.5% |
| Admin fee / account holder | $2,529 | $7,403-65.8% | $4,821-47.5% | $9,540-73.5% |