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 | $73,650 | $52,903+39.2% | $73,307+0.5% | $59,632+23.5% |
| Participation rate | 57.6% | 68.2%-10.7pp | 74.9%-17.3pp | 68.7%-11.1pp |
| Annual return | -1.48% | 12.20%-13.7pp | 5.67%-7.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,951 | $4,069-52.1% | $4,991-60.9% | $3,192-38.9% |
| Admin fee / account holder | $2,751 | $3,834-28.3% | $5,637-51.2% | $4,297-36.0% |