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 | $75,032 | $27,641+171.5% | $61,373+22.3% | $68,494+9.5% |
| Participation rate | 19.5% | 39.5%-20.0pp | 52.6%-33.1pp | 67.9%-48.4pp |
| Annual return | -21.11% | -13.24%-7.9pp | 338.61%-359.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $482 | $695-30.7% | $1,159-58.4% | $2,596-81.4% |
| Participant deferral / active EE | $954 | $1,263-24.5% | $2,125-55.1% | $4,027-76.3% |
| Admin fee / account holder | $3,752 | $2,010+86.7% | $2,130+76.2% | $5,403-30.6% |