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 | $31,563 | $45,566-30.7% | $64,105-50.8% | $59,632-47.1% |
| Participation rate | 37.1% | 60.2%-23.0pp | 68.2%-31.0pp | 68.7%-31.5pp |
| Annual return | -2.18% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,637 | $934+75.2% | $1,820-10.1% | $2,203-25.7% |
| Participant deferral / active EE | $2,392 | $2,057+16.3% | $2,822-15.2% | $3,192-25.1% |
| Admin fee / account holder | $7,081 | $3,268+116.7% | $4,499+57.4% | $4,297+64.8% |