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 | $58,325 | $69,518-16.1% | $59,878-2.6% | $135,375-56.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -5.60% | 7.94%-13.5pp | 3.46%-9.1pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,392 | $3,235-57.0% | $2,722-48.8% | $4,779-70.9% |
| Participant deferral / active EE | $1,500 | $4,206-64.3% | $3,402-55.9% | $5,609-73.3% |
| Admin fee / account holder | $21,471 | $5,734+274.4% | $3,590+498.0% | $10,827+98.3% |