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 | $24,761 | $76,000-67.4% | $154,107-83.9% | $64,186-61.4% |
| Participation rate | 52.2% | 70.4%-18.2pp | 83.0%-30.8pp | 69.6%-17.3pp |
| Annual return | -5.64% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $884 | $3,351-73.6% | $5,298-83.3% | $2,381-62.9% |
| Participant deferral / active EE | $1,000 | $3,175-68.5% | $5,081-80.3% | $3,470-71.2% |
| Admin fee / account holder | $1,712 | $5,596-69.4% | $13,411-87.2% | $4,888-65.0% |