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 | $216,917 | $32,117+575.4% | $71,086+205.1% | $64,186+238.0% |
| Participation rate | 3.8% | 42.7%-38.9pp | 54.7%-50.8pp | 69.6%-65.7pp |
| Annual return | -6.65% | -5.57%-1.1pp | 650.59%-657.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $145 | $712-79.6% | $1,088-86.6% | $2,381-93.9% |
| Participant deferral / active EE | $909 | $1,263-28.1% | $1,874-51.5% | $3,470-73.8% |
| Admin fee / account holder | $1,891 | $2,759-31.5% | $3,082-38.7% | $4,888-61.3% |