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 | $145,408 | $27,641+426.1% | $61,373+136.9% | $68,494+112.3% |
| Participation rate | 15.6% | 39.5%-23.9pp | 52.6%-36.9pp | 67.9%-52.3pp |
| Annual return | -10.92% | -13.24%+2.3pp | 338.61%-349.5pp | -7.84%-3.1pp |
| Employer contribution / active EE | $531 | $695-23.6% | $1,159-54.2% | $2,596-79.5% |
| Participant deferral / active EE | $1,930 | $1,263+52.8% | $2,125-9.2% | $4,027-52.1% |
| Admin fee / account holder | $90,910 | $2,010+4422.9% | $2,130+4168.7% | $5,403+1582.7% |