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 | $79,314 | $52,519+51.0% | $155,790-49.1% | $59,632+33.0% |
| Participation rate | 56.6% | 61.7%-5.1pp | 76.1%-19.5pp | 68.7%-12.1pp |
| Annual return | -1.02% | 53.51%-54.5pp | 71.54%-72.6pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $468 | $1,589-70.5% | $3,836-87.8% | $2,203-78.7% |
| Participant deferral / active EE | $2,803 | $3,084-9.1% | $4,797-41.6% | $3,192-12.2% |
| Admin fee / account holder | $1,428 | $3,540-59.6% | $7,478-80.9% | $4,297-66.8% |