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 | $50,590 | $45,566+11.0% | $64,105-21.1% | $59,632-15.2% |
| Participation rate | 48.6% | 60.2%-11.6pp | 68.2%-19.6pp | 68.7%-20.1pp |
| Annual return | -1.97% | 4.95%-6.9pp | 791.24%-793.2pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $328 | $934-64.9% | $1,820-82.0% | $2,203-85.1% |
| Participant deferral / active EE | $1,383 | $2,057-32.8% | $2,822-51.0% | $3,192-56.7% |
| Admin fee / account holder | $320 | $3,268-90.2% | $4,499-92.9% | $4,297-92.5% |