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 | $70,689 | $45,566+55.1% | $64,105+10.3% | $59,632+18.5% |
| Participation rate | 59.1% | 60.2%-1.1pp | 68.2%-9.1pp | 68.7%-9.6pp |
| Annual return | -0.25% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,227 | $2,057-40.3% | $2,822-56.5% | $3,192-61.6% |
| Admin fee / account holder | $1,005 | $3,268-69.3% | $4,499-77.7% | $4,297-76.6% |