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 | $30,298 | $76,000-60.1% | $154,107-80.3% | $64,186-52.8% |
| Participation rate | 56.4% | 70.4%-14.1pp | 83.0%-26.7pp | 69.6%-13.2pp |
| Annual return | -2.51% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $678 | $3,351-79.8% | $5,298-87.2% | $2,381-71.5% |
| Participant deferral / active EE | $2,049 | $3,175-35.5% | $5,081-59.7% | $3,470-40.9% |
| Admin fee / account holder | $6,019 | $5,596+7.6% | $13,411-55.1% | $4,888+23.1% |