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 | $154,823 | $76,000+103.7% | $154,107+0.5% | $64,186+141.2% |
| Participation rate | 22.0% | 70.4%-48.4pp | 83.0%-61.0pp | 69.6%-47.5pp |
| Annual return | -4.82% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.5pp |
| Employer contribution / active EE | $436 | $3,351-87.0% | $5,298-91.8% | $2,381-81.7% |
| Participant deferral / active EE | $1,132 | $3,175-64.3% | $5,081-77.7% | $3,470-67.4% |
| Admin fee / account holder | $8,842 | $5,596+58.0% | $13,411-34.1% | $4,888+80.9% |