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 | $51,724 | $76,000-31.9% | $154,107-66.4% | $64,186-19.4% |
| Participation rate | 63.2% | 70.4%-7.2pp | 83.0%-19.8pp | 69.6%-6.3pp |
| Annual return | -0.51% | 30.32%-30.8pp | 735.12%-735.6pp | 7.63%-8.1pp |
| Employer contribution / active EE | $1,304 | $3,351-61.1% | $5,298-75.4% | $2,381-45.2% |
| Participant deferral / active EE | $1,384 | $3,175-56.4% | $5,081-72.8% | $3,470-60.1% |
| Admin fee / account holder | $3,837 | $5,596-31.4% | $13,411-71.4% | $4,888-21.5% |