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 | $24,803 | $76,000-67.4% | $154,107-83.9% | $64,186-61.4% |
| Participation rate | 46.2% | 70.4%-24.3pp | 83.0%-36.9pp | 69.6%-23.4pp |
| Annual return | -7.93% | 30.32%-38.2pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,872 | $3,351-44.1% | $5,298-64.7% | $2,381-21.4% |
| Participant deferral / active EE | $2,686 | $3,175-15.4% | $5,081-47.1% | $3,470-22.6% |
| Admin fee / account holder | $660 | $5,596-88.2% | $13,411-95.1% | $4,888-86.5% |