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 | $46,992 | $75,828-38.0% | $147,614-68.2% | $59,632-21.2% |
| Participation rate | 32.4% | 71.6%-39.2pp | 84.6%-52.2pp | 68.7%-36.3pp |
| Annual return | 1.06% | 0.37%+0.7pp | 61.98%-60.9pp | 2041.28%-2040.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,111 | $3,130-64.5% | $4,895-77.3% | $3,192-65.2% |
| Admin fee / account holder | $6,406 | $5,985+7.0% | $11,611-44.8% | $4,297+49.1% |