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 8-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 | $24,211 | $76,000-68.1% | $154,107-84.3% | $64,186-62.3% |
| Participation rate | 47.8% | 70.4%-22.6pp | 83.0%-35.2pp | 69.6%-21.7pp |
| Annual return | -5.47% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $840 | $3,351-74.9% | $5,298-84.1% | $2,381-64.7% |
| Participant deferral / active EE | $2,180 | $3,175-31.3% | $5,081-57.1% | $3,470-37.2% |
| Admin fee / account holder | $10,311 | $5,596+84.3% | $13,411-23.1% | $4,888+110.9% |