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 | $53,329 | $39,798+34.0% | $67,711-21.2% | $59,632-10.6% |
| Participation rate | 38.5% | 57.4%-18.8pp | 67.5%-29.0pp | 68.7%-30.1pp |
| Annual return | 0.39% | 89.94%-89.5pp | 25.41%-25.0pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $378 | $1,393-72.8% | $2,559-85.2% | $2,203-82.8% |
| Participant deferral / active EE | $3,783 | $2,335+62.0% | $3,585+5.5% | $3,192+18.5% |
| Admin fee / account holder | $1,507 | $3,212-53.1% | $4,255-64.6% | $4,297-64.9% |