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 | $53,155 | $48,050+10.6% | $85,969-38.2% | $59,632-10.9% |
| Participation rate | 55.9% | 64.5%-8.5pp | 76.5%-20.6pp | 68.7%-12.8pp |
| Annual return | -2.58% | 0.29%-2.9pp | 9.32%-11.9pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $1,136 | $1,640-30.7% | $3,474-67.3% | $2,203-48.4% |
| Participant deferral / active EE | $2,133 | $2,249-5.2% | $3,829-44.3% | $3,192-33.2% |
| Admin fee / account holder | $1,032 | $3,206-67.8% | $6,053-83.0% | $4,297-76.0% |