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 | $91,668 | $75,828+20.9% | $147,614-37.9% | $59,632+53.7% |
| Participation rate | 42.9% | 71.6%-28.7pp | 84.6%-41.8pp | 68.7%-25.8pp |
| Annual return | -0.65% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,596 | $3,485-54.2% | $5,564-71.3% | $2,203-27.5% |
| Participant deferral / active EE | $2,966 | $3,130-5.3% | $4,895-39.4% | $3,192-7.1% |
| Admin fee / account holder | $28,991 | $5,985+384.4% | $11,611+149.7% | $4,297+574.7% |