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 | $52,939 | $52,519+0.8% | $155,790-66.0% | $59,632-11.2% |
| Participation rate | 60.4% | 61.7%-1.3pp | 76.1%-15.7pp | 68.7%-8.3pp |
| Annual return | 1.08% | 53.51%-52.4pp | 71.54%-70.5pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $2,784 | $1,589+75.2% | $3,836-27.4% | $2,203+26.4% |
| Participant deferral / active EE | $4,851 | $3,084+57.3% | $4,797+1.1% | $3,192+52.0% |
| Admin fee / account holder | $21,443 | $3,540+505.8% | $7,478+186.8% | $4,297+399.0% |