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 | $31,768 | $76,000-58.2% | $154,107-79.4% | $64,186-50.5% |
| Participation rate | 54.3% | 70.4%-16.1pp | 83.0%-28.8pp | 69.6%-15.3pp |
| Annual return | -2.19% | 30.32%-32.5pp | 735.12%-737.3pp | 7.63%-9.8pp |
| Employer contribution / active EE | $829 | $3,351-75.3% | $5,298-84.4% | $2,381-65.2% |
| Participant deferral / active EE | $1,663 | $3,175-47.6% | $5,081-67.3% | $3,470-52.1% |
| Admin fee / account holder | $18,356 | $5,596+228.0% | $13,411+36.9% | $4,888+275.5% |