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 | $66,141 | $45,566+45.2% | $64,105+3.2% | $59,632+10.9% |
| Participation rate | 62.0% | 60.2%+1.8pp | 68.2%-6.2pp | 68.7%-6.7pp |
| Annual return | -2.51% | 4.95%-7.5pp | 791.24%-793.8pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $290 | $934-69.0% | $1,820-84.1% | $2,203-86.8% |
| Participant deferral / active EE | $3,500 | $2,057+70.2% | $2,822+24.0% | $3,192+9.7% |
| Admin fee / account holder | $2,809 | $3,268-14.0% | $4,499-37.6% | $4,297-34.6% |