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 | $56,551 | $45,152+25.2% | $73,843-23.4% | $59,632-5.2% |
| Participation rate | 37.5% | 64.0%-26.5pp | 73.4%-35.9pp | 68.7%-31.2pp |
| Annual return | -1.99% | 27.40%-29.4pp | 2267.84%-2269.8pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $764 | $1,902-59.8% | $2,787-72.6% | $2,203-65.3% |
| Participant deferral / active EE | $1,556 | $2,574-39.5% | $3,583-56.6% | $3,192-51.2% |
| Admin fee / account holder | $6,810 | $3,516+93.7% | $4,880+39.5% | $4,297+58.5% |