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 | $22,848 | $92,222-75.2% | $76,768-70.2% | $135,375-83.1% |
| Participation rate | 46.2% | 79.8%-33.6pp | 77.0%-30.8pp | 82.6%-36.5pp |
| Annual return | -4.19% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,054 | $3,216-67.2% | $2,485-57.6% | $4,779-77.9% |
| Participant deferral / active EE | $1,565 | $4,509-65.3% | $3,852-59.4% | $5,609-72.1% |
| Admin fee / account holder | $20,361 | $10,748+89.4% | $6,675+205.0% | $10,827+88.1% |