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 | $46,139 | $75,828-39.2% | $147,614-68.7% | $59,632-22.6% |
| Participation rate | 47.5% | 71.6%-24.1pp | 84.6%-37.1pp | 68.7%-21.2pp |
| Annual return | -1.78% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $1,214 | $3,485-65.2% | $5,564-78.2% | $2,203-44.9% |
| Participant deferral / active EE | $2,137 | $3,130-31.7% | $4,895-56.3% | $3,192-33.0% |
| Admin fee / account holder | $2,344 | $5,985-60.8% | $11,611-79.8% | $4,297-45.5% |