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 | $113,144 | $75,828+49.2% | $147,614-23.4% | $59,632+89.7% |
| Participation rate | 60.3% | 71.6%-11.3pp | 84.6%-24.3pp | 68.7%-8.4pp |
| Annual return | 0.05% | 0.37%-0.3pp | 61.98%-61.9pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,545 | $3,485-55.7% | $5,564-72.2% | $2,203-29.8% |
| Participant deferral / active EE | $3,246 | $3,130+3.7% | $4,895-33.7% | $3,192+1.7% |
| Admin fee / account holder | $2,487 | $5,985-58.5% | $11,611-78.6% | $4,297-42.1% |