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 | $45,984 | $91,538-49.8% | $129,995-64.6% | $75,163-38.8% |
| Participation rate | 38.6% | 71.4%-32.8pp | 78.5%-39.8pp | 67.2%-28.6pp |
| Annual return | 26.81% | -631.11%+657.9pp | -137.18%+164.0pp | 160.62%-133.8pp |
| Employer contribution / active EE | $1,396 | $2,845-50.9% | $4,320-67.7% | $2,670-47.7% |
| Participant deferral / active EE | $2,163 | $4,341-50.2% | $5,820-62.8% | $4,125-47.6% |
| Admin fee / account holder | $10,772 | $6,790+58.6% | $10,614+1.5% | $5,651+90.6% |