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 | $21,333 | $76,000-71.9% | $154,107-86.2% | $64,186-66.8% |
| Participation rate | 64.8% | 70.4%-5.6pp | 83.0%-18.2pp | 69.6%-4.8pp |
| Annual return | -1.25% | 30.32%-31.6pp | 735.12%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $621 | $3,351-81.5% | $5,298-88.3% | $2,381-73.9% |
| Participant deferral / active EE | $1,112 | $3,175-65.0% | $5,081-78.1% | $3,470-67.9% |
| Admin fee / account holder | $9,106 | $5,596+62.7% | $13,411-32.1% | $4,888+86.3% |