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 | $31,669 | $45,566-30.5% | $64,105-50.6% | $59,632-46.9% |
| Participation rate | 65.1% | 60.2%+4.9pp | 68.2%-3.1pp | 68.7%-3.6pp |
| Annual return | -1.82% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $370 | $934-60.4% | $1,820-79.7% | $2,203-83.2% |
| Participant deferral / active EE | $1,713 | $2,057-16.7% | $2,822-39.3% | $3,192-46.3% |
| Admin fee / account holder | $2,539 | $3,268-22.3% | $4,499-43.6% | $4,297-40.9% |