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 | $25,509 | $76,000-66.4% | $154,107-83.4% | $64,186-60.3% |
| Participation rate | 35.1% | 70.4%-35.3pp | 83.0%-47.9pp | 69.6%-34.4pp |
| Annual return | -5.57% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $468 | $3,351-86.0% | $5,298-91.2% | $2,381-80.3% |
| Participant deferral / active EE | $2,949 | $3,175-7.1% | $5,081-42.0% | $3,470-15.0% |
| Admin fee / account holder | $14,183 | $5,596+153.4% | $13,411+5.8% | $4,888+190.2% |