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 | $37,462 | $76,000-50.7% | $154,107-75.7% | $64,186-41.6% |
| Participation rate | 36.4% | 70.4%-34.1pp | 83.0%-46.7pp | 69.6%-33.2pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,025 | $3,351-69.4% | $5,298-80.7% | $2,381-56.9% |
| Participant deferral / active EE | $1,981 | $3,175-37.6% | $5,081-61.0% | $3,470-42.9% |
| Admin fee / account holder | $6,990 | $5,596+24.9% | $13,411-47.9% | $4,888+43.0% |