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 | $56,797 | $76,000-25.3% | $154,107-63.1% | $64,186-11.5% |
| Participation rate | 48.9% | 70.4%-21.5pp | 83.0%-34.1pp | 69.6%-20.7pp |
| Annual return | -4.20% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $730 | $3,351-78.2% | $5,298-86.2% | $2,381-69.3% |
| Participant deferral / active EE | $1,927 | $3,175-39.3% | $5,081-62.1% | $3,470-44.5% |
| Admin fee / account holder | $1,322 | $5,596-76.4% | $13,411-90.1% | $4,888-72.9% |