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 | $79,862 | $52,519+52.1% | $155,790-48.7% | $59,632+33.9% |
| Participation rate | 20.0% | 61.7%-41.7pp | 76.1%-56.1pp | 68.7%-48.7pp |
| Annual return | -1.59% | 53.51%-55.1pp | 71.54%-73.1pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $383 | $1,589-75.9% | $3,836-90.0% | $2,203-82.6% |
| Participant deferral / active EE | $1,261 | $3,084-59.1% | $4,797-73.7% | $3,192-60.5% |
| Admin fee / account holder | $396 | $3,540-88.8% | $7,478-94.7% | $4,297-90.8% |