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 | $102,784 | $59,107+73.9% | $86,436+18.9% | $68,494+50.1% |
| Participation rate | 58.1% | 75.2%-17.2pp | 80.3%-22.3pp | 67.9%-9.8pp |
| Annual return | -18.90% | -0.23%-18.7pp | 4394.89%-4413.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,504 | $2,519-40.3% | $3,769-60.1% | $2,596-42.1% |
| Participant deferral / active EE | $3,173 | $5,901-46.2% | $6,952-54.4% | $4,027-21.2% |
| Admin fee / account holder | $581 | $5,637-89.7% | $6,731-91.4% | $5,403-89.3% |