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 | $21,687 | $76,000-71.5% | $154,107-85.9% | $64,186-66.2% |
| Participation rate | 44.8% | 70.4%-25.6pp | 83.0%-38.3pp | 69.6%-24.8pp |
| Annual return | -4.70% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $926 | $3,351-72.4% | $5,298-82.5% | $2,381-61.1% |
| Participant deferral / active EE | $1,842 | $3,175-42.0% | $5,081-63.8% | $3,470-46.9% |
| Admin fee / account holder | $12,479 | $5,596+123.0% | $13,411-7.0% | $4,888+155.3% |