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 | $76,433 | $45,152+69.3% | $73,843+3.5% | $59,632+28.2% |
| Participation rate | 40.3% | 64.0%-23.8pp | 73.4%-33.2pp | 68.7%-28.4pp |
| Annual return | -1.79% | 27.40%-29.2pp | 2267.84%-2269.6pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $579 | $1,902-69.5% | $2,787-79.2% | $2,203-73.7% |
| Participant deferral / active EE | $3,131 | $2,574+21.7% | $3,583-12.6% | $3,192-1.9% |
| Admin fee / account holder | $1,698 | $3,516-51.7% | $4,880-65.2% | $4,297-60.5% |