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 | $28,380 | $45,566-37.7% | $64,105-55.7% | $59,632-52.4% |
| Participation rate | 56.3% | 60.2%-3.8pp | 68.2%-11.8pp | 68.7%-12.3pp |
| Annual return | -1.50% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $561 | $934-40.0% | $1,820-69.2% | $2,203-74.5% |
| Participant deferral / active EE | $1,457 | $2,057-29.1% | $2,822-48.4% | $3,192-54.3% |
| Admin fee / account holder | $603 | $3,268-81.5% | $4,499-86.6% | $4,297-86.0% |