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 | $28,269 | $52,519-46.2% | $155,790-81.9% | $59,632-52.6% |
| Participation rate | 69.2% | 61.7%+7.5pp | 76.1%-6.9pp | 68.7%+0.6pp |
| Annual return | -2.00% | 53.51%-55.5pp | 71.54%-73.5pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $330 | $1,589-79.2% | $3,836-91.4% | $2,203-85.0% |
| Participant deferral / active EE | $2,972 | $3,084-3.7% | $4,797-38.0% | $3,192-6.9% |
| Admin fee / account holder | $5,633 | $3,540+59.1% | $7,478-24.7% | $4,297+31.1% |