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 | $29,025 | $54,350-46.6% | $82,719-64.9% | $68,494-57.6% |
| Participation rate | 50.0% | 63.9%-13.9pp | 72.6%-22.6pp | 67.9%-17.9pp |
| Annual return | -18.74% | -13.67%-5.1pp | 701.18%-719.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,523 | $2,218-31.3% | $3,009-49.4% | $2,596-41.3% |
| Participant deferral / active EE | $2,649 | $3,246-18.4% | $4,395-39.7% | $4,027-34.2% |
| Admin fee / account holder | $22,800 | $4,395+418.7% | $5,329+327.9% | $5,403+322.0% |