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 | $30,568 | $52,519-41.8% | $155,790-80.4% | $59,632-48.7% |
| Participation rate | 57.1% | 61.7%-4.6pp | 76.1%-19.0pp | 68.7%-11.5pp |
| Annual return | -1.83% | 53.51%-55.3pp | 71.54%-73.4pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $865 | $1,589-45.6% | $3,836-77.4% | $2,203-60.7% |
| Participant deferral / active EE | $2,242 | $3,084-27.3% | $4,797-53.3% | $3,192-29.8% |
| Admin fee / account holder | $1,746 | $3,540-50.7% | $7,478-76.6% | $4,297-59.4% |