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 | $86,803 | $76,000+14.2% | $154,107-43.7% | $64,186+35.2% |
| Participation rate | 48.4% | 70.4%-22.0pp | 83.0%-34.6pp | 69.6%-21.2pp |
| Annual return | -6.74% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,001 | $3,351-70.1% | $5,298-81.1% | $2,381-57.9% |
| Participant deferral / active EE | $1,598 | $3,175-49.7% | $5,081-68.6% | $3,470-54.0% |
| Admin fee / account holder | $2,084 | $5,596-62.8% | $13,411-84.5% | $4,888-57.4% |