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 | $50,992 | $45,566+11.9% | $64,105-20.5% | $59,632-14.5% |
| Participation rate | 68.8% | 60.2%+8.6pp | 68.2%+0.6pp | 68.7%+0.1pp |
| Annual return | -0.91% | 4.95%-5.9pp | 791.24%-792.1pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $1,428 | $934+52.9% | $1,820-21.5% | $2,203-35.2% |
| Participant deferral / active EE | $2,353 | $2,057+14.4% | $2,822-16.6% | $3,192-26.3% |
| Admin fee / account holder | $9,696 | $3,268+196.7% | $4,499+115.5% | $4,297+125.6% |