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 | $92,807 | $52,681+76.2% | $75,781+22.5% | $59,632+55.6% |
| Participation rate | 45.2% | 67.2%-22.0pp | 75.8%-30.6pp | 68.7%-23.4pp |
| Annual return | -1.07% | 2.95%-4.0pp | 9.68%-10.7pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,203 | $2,193-45.1% | $3,323-63.8% | $2,203-45.4% |
| Participant deferral / active EE | $1,786 | $2,591-31.1% | $3,651-51.1% | $3,192-44.0% |
| Admin fee / account holder | $23,485 | $3,610+550.6% | $5,299+343.2% | $4,297+446.6% |