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 | $56,098 | $45,566+23.1% | $64,105-12.5% | $59,632-5.9% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -1.39% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $3,448 | $934+269.1% | $1,820+89.5% | $2,203+56.6% |
| Participant deferral / active EE | $1,506 | $2,057-26.8% | $2,822-46.6% | $3,192-52.8% |
| Admin fee / account holder | $2,361 | $3,268-27.7% | $4,499-47.5% | $4,297-45.0% |