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 | $32,246 | $57,354-43.8% | $83,848-61.5% | $64,186-49.8% |
| Participation rate | 41.7% | 68.6%-26.9pp | 76.1%-34.5pp | 69.6%-27.9pp |
| Annual return | -7.47% | 11.38%-18.9pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,241 | $2,545-51.2% | $3,631-65.8% | $2,381-47.9% |
| Participant deferral / active EE | $2,381 | $2,993-20.4% | $4,082-41.7% | $3,470-31.4% |
| Admin fee / account holder | $7,533 | $4,046+86.2% | $5,478+37.5% | $4,888+54.1% |