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 | $37,169 | $76,000-51.1% | $154,107-75.9% | $64,186-42.1% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -3.34% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $495 | $3,351-85.2% | $5,298-90.7% | $2,381-79.2% |
| Participant deferral / active EE | $3,014 | $3,175-5.1% | $5,081-40.7% | $3,470-13.1% |
| Admin fee / account holder | $10,163 | $5,596+81.6% | $13,411-24.2% | $4,888+107.9% |