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 | $56,099 | $76,000-26.2% | $154,107-63.6% | $64,186-12.6% |
| Participation rate | 38.8% | 70.4%-31.6pp | 83.0%-44.3pp | 69.6%-30.8pp |
| Annual return | -7.02% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,631 | $3,351-51.3% | $5,298-69.2% | $2,381-31.5% |
| Participant deferral / active EE | $2,833 | $3,175-10.8% | $5,081-44.2% | $3,470-18.4% |
| Admin fee / account holder | $1,475 | $5,596-73.6% | $13,411-89.0% | $4,888-69.8% |