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 | $25,395 | $76,000-66.6% | $154,107-83.5% | $64,186-60.4% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | -6.14% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,132 | $3,351-66.2% | $5,298-78.6% | $2,381-52.4% |
| Participant deferral / active EE | $2,044 | $3,175-35.6% | $5,081-59.8% | $3,470-41.1% |
| Admin fee / account holder | $1,515 | $5,596-72.9% | $13,411-88.7% | $4,888-69.0% |