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 | $66,303 | $52,681+25.9% | $75,781-12.5% | $59,632+11.2% |
| Participation rate | 38.7% | 67.2%-28.5pp | 75.8%-37.1pp | 68.7%-30.0pp |
| Annual return | -2.51% | 2.95%-5.5pp | 9.68%-12.2pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $601 | $2,193-72.6% | $3,323-81.9% | $2,203-72.7% |
| Participant deferral / active EE | $1,734 | $2,591-33.1% | $3,651-52.5% | $3,192-45.7% |
| Admin fee / account holder | $2,132 | $3,610-40.9% | $5,299-59.8% | $4,297-50.4% |