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 | $61,600 | $90,320-31.8% | $59,496+3.5% | $125,391-50.9% |
| Participation rate | 16.7% | 68.3%-51.6pp | 54.6%-37.9pp | 83.2%-66.5pp |
| Annual return | 0.86% | 369.13%-368.3pp | 182.05%-181.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $561 | $1,792-68.7% | $1,153-51.4% | $4,866-88.5% |
| Participant deferral / active EE | $1,959 | $2,716-27.9% | $1,829+7.1% | $5,352-63.4% |
| Admin fee / account holder | $2,121 | $3,063-30.7% | $2,232-5.0% | $9,540-77.8% |