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 | $66,444 | $75,828-12.4% | $147,614-55.0% | $59,632+11.4% |
| Participation rate | 68.6% | 71.6%-3.0pp | 84.6%-16.0pp | 68.7%-0.1pp |
| Annual return | -1.71% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,544 | $3,485-55.7% | $5,564-72.3% | $2,203-29.9% |
| Participant deferral / active EE | $4,843 | $3,130+54.7% | $4,895-1.1% | $3,192+51.7% |
| Admin fee / account holder | $704 | $5,985-88.2% | $11,611-93.9% | $4,297-83.6% |