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 | $66,474 | $76,000-12.5% | $154,107-56.9% | $64,186+3.6% |
| Participation rate | 41.9% | 70.4%-28.6pp | 83.0%-41.2pp | 69.6%-27.7pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $870 | $3,351-74.0% | $5,298-83.6% | $2,381-63.5% |
| Participant deferral / active EE | $1,419 | $3,175-55.3% | $5,081-72.1% | $3,470-59.1% |
| Admin fee / account holder | $894 | $5,596-84.0% | $13,411-93.3% | $4,888-81.7% |