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 | $51,932 | $75,828-31.5% | $147,614-64.8% | $59,632-12.9% |
| Participation rate | 58.5% | 71.6%-13.1pp | 84.6%-26.1pp | 68.7%-10.2pp |
| Annual return | -1.85% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,378 | $3,485-60.4% | $5,564-75.2% | $2,203-37.4% |
| Participant deferral / active EE | $2,814 | $3,130-10.1% | $4,895-42.5% | $3,192-11.8% |
| Admin fee / account holder | $1,849 | $5,985-69.1% | $11,611-84.1% | $4,297-57.0% |