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 | $23,243 | $75,828-69.3% | $147,614-84.3% | $59,632-61.0% |
| Participation rate | 55.8% | 71.6%-15.8pp | 84.6%-28.8pp | 68.7%-12.9pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $887 | $3,485-74.5% | $5,564-84.1% | $2,203-59.7% |
| Participant deferral / active EE | $2,047 | $3,130-34.6% | $4,895-58.2% | $3,192-35.9% |
| Admin fee / account holder | $1,092 | $5,985-81.8% | $11,611-90.6% | $4,297-74.6% |