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 | $49,772 | $45,152+10.2% | $73,843-32.6% | $59,632-16.5% |
| Participation rate | 58.5% | 64.0%-5.5pp | 73.4%-14.9pp | 68.7%-10.2pp |
| Annual return | -2.33% | 27.40%-29.7pp | 2267.84%-2270.2pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,117 | $2,574+21.1% | $3,583-13.0% | $3,192-2.3% |
| Admin fee / account holder | $2,165 | $3,516-38.4% | $4,880-55.6% | $4,297-49.6% |