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 | $71,727 | $45,152+58.9% | $73,843-2.9% | $59,632+20.3% |
| Participation rate | 26.9% | 64.0%-37.1pp | 73.4%-46.5pp | 68.7%-41.7pp |
| Annual return | -1.60% | 27.40%-29.0pp | 2267.84%-2269.4pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $904 | $1,902-52.5% | $2,787-67.6% | $2,203-59.0% |
| Participant deferral / active EE | $2,294 | $2,574-10.9% | $3,583-36.0% | $3,192-28.1% |
| Admin fee / account holder | $2,983 | $3,516-15.2% | $4,880-38.9% | $4,297-30.6% |