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 | $136,762 | $72,404+88.9% | $110,238+24.1% | $64,186+113.1% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 0.33% | -6.29%+6.6pp | 314.74%-314.4pp | 7.63%-7.3pp |
| Employer contribution / active EE | $1,414 | $2,282-38.0% | $3,826-63.0% | $2,381-40.6% |
| Participant deferral / active EE | $2,060 | $3,469-40.6% | $4,672-55.9% | $3,470-40.6% |
| Admin fee / account holder | $41,791 | $5,664+637.8% | $8,547+388.9% | $4,888+755.0% |