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 | $67,650 | $45,566+48.5% | $64,105+5.5% | $59,632+13.4% |
| Participation rate | 59.5% | 60.2%-0.7pp | 68.2%-8.7pp | 68.7%-9.2pp |
| Annual return | -1.61% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,243 | $934+33.1% | $1,820-31.7% | $2,203-43.6% |
| Participant deferral / active EE | $1,812 | $2,057-11.9% | $2,822-35.8% | $3,192-43.2% |
| Admin fee / account holder | $636 | $3,268-80.5% | $4,499-85.9% | $4,297-85.2% |