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 | $59,614 | $45,566+30.8% | $64,105-7.0% | $59,6320% |
| Participation rate | 41.5% | 60.2%-18.7pp | 68.2%-26.7pp | 68.7%-27.2pp |
| Annual return | -1.44% | 4.95%-6.4pp | 791.24%-792.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $319 | $934-65.9% | $1,820-82.5% | $2,203-85.5% |
| Participant deferral / active EE | $1,803 | $2,057-12.3% | $2,822-36.1% | $3,192-43.5% |
| Admin fee / account holder | $5,226 | $3,268+59.9% | $4,499+16.1% | $4,297+21.6% |