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 | $57,946 | $45,152+28.3% | $73,843-21.5% | $59,632-2.8% |
| Participation rate | 63.6% | 64.0%-0.4pp | 73.4%-9.8pp | 68.7%-5.0pp |
| Annual return | -2.41% | 27.40%-29.8pp | 2267.84%-2270.3pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $691 | $1,902-63.7% | $2,787-75.2% | $2,203-68.6% |
| Participant deferral / active EE | $6,266 | $2,574+143.4% | $3,583+74.9% | $3,192+96.3% |
| Admin fee / account holder | $3,959 | $3,516+12.6% | $4,880-18.9% | $4,297-7.9% |