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 | $41,682 | $75,828-45.0% | $147,614-71.8% | $59,632-30.1% |
| Participation rate | 61.5% | 71.6%-10.0pp | 84.6%-23.1pp | 68.7%-7.1pp |
| Annual return | -2.46% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,439 | $3,485-58.7% | $5,564-74.1% | $2,203-34.7% |
| Participant deferral / active EE | $2,200 | $3,130-29.7% | $4,895-55.1% | $3,192-31.1% |
| Admin fee / account holder | $2,518 | $5,985-57.9% | $11,611-78.3% | $4,297-41.4% |