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 | $28,989 | $76,000-61.9% | $154,107-81.2% | $64,186-54.8% |
| Participation rate | 58.3% | 70.4%-12.1pp | 83.0%-24.7pp | 69.6%-11.2pp |
| Annual return | -5.16% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $929 | $3,351-72.3% | $5,298-82.5% | $2,381-61.0% |
| Participant deferral / active EE | $1,592 | $3,175-49.8% | $5,081-68.7% | $3,470-54.1% |
| Admin fee / account holder | $12,805 | $5,596+128.8% | $13,411-4.5% | $4,888+162.0% |