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 | $43,686 | $45,566-4.1% | $64,105-31.9% | $59,632-26.7% |
| Participation rate | 62.1% | 60.2%+1.9pp | 68.2%-6.1pp | 68.7%-6.6pp |
| Annual return | -2.32% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $956 | $934+2.4% | $1,820-47.5% | $2,203-56.6% |
| Participant deferral / active EE | $1,500 | $2,057-27.1% | $2,822-46.8% | $3,192-53.0% |
| Admin fee / account holder | $574 | $3,268-82.4% | $4,499-87.2% | $4,297-86.6% |