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 | $84,554 | $52,519+61.0% | $155,790-45.7% | $59,632+41.8% |
| Participation rate | 57.1% | 61.7%-4.6pp | 76.1%-19.0pp | 68.7%-11.5pp |
| Annual return | -0.02% | 53.51%-53.5pp | 71.54%-71.6pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,928 | $1,589+21.3% | $3,836-49.7% | $2,203-12.5% |
| Participant deferral / active EE | $4,937 | $3,084+60.1% | $4,797+2.9% | $3,192+54.7% |
| Admin fee / account holder | $12,434 | $3,540+251.2% | $7,478+66.3% | $4,297+189.4% |