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 | $53,538 | $45,566+17.5% | $64,105-16.5% | $59,632-10.2% |
| Participation rate | 44.7% | 60.2%-15.5pp | 68.2%-23.5pp | 68.7%-24.0pp |
| Annual return | -0.98% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $393 | $934-57.9% | $1,820-78.4% | $2,203-82.2% |
| Participant deferral / active EE | $1,499 | $2,057-27.1% | $2,822-46.9% | $3,192-53.0% |
| Admin fee / account holder | $4,228 | $3,268+29.4% | $4,499-6.0% | $4,297-1.6% |