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 | $51,001 | $75,828-32.7% | $147,614-65.5% | $59,632-14.5% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -2.17% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,159 | $3,485-66.7% | $5,564-79.2% | $2,203-47.4% |
| Participant deferral / active EE | $1,685 | $3,130-46.2% | $4,895-65.6% | $3,192-47.2% |
| Admin fee / account holder | $6,212 | $5,985+3.8% | $11,611-46.5% | $4,297+44.6% |