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 | $30,804 | $75,828-59.4% | $147,614-79.1% | $59,632-48.3% |
| Participation rate | 44.2% | 71.6%-27.4pp | 84.6%-40.4pp | 68.7%-24.5pp |
| Annual return | -1.99% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $675 | $3,485-80.6% | $5,564-87.9% | $2,203-69.3% |
| Participant deferral / active EE | $1,019 | $3,130-67.5% | $4,895-79.2% | $3,192-68.1% |
| Admin fee / account holder | $485 | $5,985-91.9% | $11,611-95.8% | $4,297-88.7% |