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 | $66,206 | $48,050+37.8% | $85,969-23.0% | $59,632+11.0% |
| Participation rate | 55.3% | 64.5%-9.2pp | 76.5%-21.3pp | 68.7%-13.4pp |
| Annual return | -0.97% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,866 | $1,640+13.8% | $3,474-46.3% | $2,203-15.3% |
| Participant deferral / active EE | $2,246 | $2,249-0.1% | $3,829-41.3% | $3,192-29.6% |
| Admin fee / account holder | $961 | $3,206-70.0% | $6,053-84.1% | $4,297-77.6% |