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 | $27,550 | $75,828-63.7% | $147,614-81.3% | $59,632-53.8% |
| Participation rate | 23.5% | 71.6%-48.0pp | 84.6%-61.1pp | 68.7%-45.1pp |
| Annual return | -1.82% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $983 | $3,130-68.6% | $4,895-79.9% | $3,192-69.2% |
| Admin fee / account holder | $9,687 | $5,985+61.8% | $11,611-16.6% | $4,297+125.4% |