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 | $48,656 | $52,519-7.4% | $155,790-68.8% | $59,632-18.4% |
| Participation rate | 57.6% | 61.7%-4.1pp | 76.1%-18.5pp | 68.7%-11.1pp |
| Annual return | -2.16% | 53.51%-55.7pp | 71.54%-73.7pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $847 | $1,589-46.7% | $3,836-77.9% | $2,203-61.6% |
| Participant deferral / active EE | $2,148 | $3,084-30.4% | $4,797-55.2% | $3,192-32.7% |
| Admin fee / account holder | $2,988 | $3,540-15.6% | $7,478-60.0% | $4,297-30.5% |