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 | $21,186 | $76,000-72.1% | $154,107-86.3% | $64,186-67.0% |
| Participation rate | 48.6% | 70.4%-21.8pp | 83.0%-34.4pp | 69.6%-20.9pp |
| Annual return | -7.45% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $852 | $3,351-74.6% | $5,298-83.9% | $2,381-64.2% |
| Participant deferral / active EE | $1,136 | $3,175-64.2% | $5,081-77.6% | $3,470-67.3% |
| Admin fee / account holder | $1,867 | $5,596-66.6% | $13,411-86.1% | $4,888-61.8% |