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 | $69,258 | $76,000-8.9% | $154,107-55.1% | $64,186+7.9% |
| Participation rate | 45.2% | 70.4%-25.2pp | 83.0%-37.8pp | 69.6%-24.3pp |
| Annual return | -4.02% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.7pp |
| Employer contribution / active EE | $684 | $3,351-79.6% | $5,298-87.1% | $2,381-71.3% |
| Participant deferral / active EE | $3,111 | $3,175-2.0% | $5,081-38.8% | $3,470-10.3% |
| Admin fee / account holder | $28,323 | $5,596+406.1% | $13,411+111.2% | $4,888+479.4% |