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 | $35,888 | $75,828-52.7% | $147,614-75.7% | $59,632-39.8% |
| Participation rate | 44.0% | 71.6%-27.6pp | 84.6%-40.6pp | 68.7%-24.7pp |
| Annual return | -1.08% | 0.37%-1.4pp | 61.98%-63.1pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $618 | $3,485-82.3% | $5,564-88.9% | $2,203-71.9% |
| Participant deferral / active EE | $3,332 | $3,130+6.4% | $4,895-31.9% | $3,192+4.4% |
| Admin fee / account holder | $22,045 | $5,985+268.3% | $11,611+89.9% | $4,297+413.0% |