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 | $21,436 | $76,000-71.8% | $154,107-86.1% | $64,186-66.6% |
| Participation rate | 41.2% | 70.4%-29.2pp | 83.0%-41.9pp | 69.6%-28.4pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $666 | $3,351-80.1% | $5,298-87.4% | $2,381-72.0% |
| Participant deferral / active EE | $1,003 | $3,175-68.4% | $5,081-80.3% | $3,470-71.1% |
| Admin fee / account holder | $8,379 | $5,596+49.7% | $13,411-37.5% | $4,888+71.4% |