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 | $39,981 | $76,000-47.4% | $154,107-74.1% | $64,186-37.7% |
| Participation rate | 49.2% | 70.4%-21.2pp | 83.0%-33.9pp | 69.6%-20.4pp |
| Annual return | -6.52% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,075 | $3,351-67.9% | $5,298-79.7% | $2,381-54.9% |
| Participant deferral / active EE | $2,226 | $3,175-29.9% | $5,081-56.2% | $3,470-35.8% |
| Admin fee / account holder | $9,848 | $5,596+76.0% | $13,411-26.6% | $4,888+101.5% |