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 | $94,541 | $45,566+107.5% | $64,105+47.5% | $59,632+58.5% |
| Participation rate | 19.2% | 60.2%-40.9pp | 68.2%-48.9pp | 68.7%-49.4pp |
| Annual return | -0.92% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $411 | $934-56.0% | $1,820-77.4% | $2,203-81.3% |
| Participant deferral / active EE | $1,534 | $2,057-25.4% | $2,822-45.6% | $3,192-51.9% |
| Admin fee / account holder | $4,211 | $3,268+28.9% | $4,499-6.4% | $4,297-2.0% |