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 | $68,538 | $82,630-17.1% | $64,105+6.9% | $125,391-45.3% |
| Participation rate | 20.8% | 75.9%-55.0pp | 68.2%-47.3pp | 83.2%-62.4pp |
| Annual return | -1.22% | 1489.72%-1490.9pp | 791.24%-792.5pp | 282.22%-283.4pp |
| Employer contribution / active EE | $306 | $2,671-88.6% | $1,820-83.2% | $4,866-93.7% |
| Participant deferral / active EE | $1,800 | $3,608-50.1% | $2,822-36.2% | $5,352-66.4% |
| Admin fee / account holder | $1,196 | $6,382-81.3% | $4,499-73.4% | $9,540-87.5% |