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 | $68,828 | $75,828-9.2% | $147,614-53.4% | $59,632+15.4% |
| Participation rate | 34.2% | 71.6%-37.4pp | 84.6%-50.4pp | 68.7%-34.5pp |
| Annual return | 2.91% | 0.37%+2.5pp | 61.98%-59.1pp | 2041.28%-2038.4pp |
| Employer contribution / active EE | $1,864 | $3,485-46.5% | $5,564-66.5% | $2,203-15.4% |
| Participant deferral / active EE | $1,864 | $3,130-40.4% | $4,895-61.9% | $3,192-41.6% |
| Admin fee / account holder | $8,375 | $5,985+39.9% | $11,611-27.9% | $4,297+94.9% |