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 | $24,421 | $76,000-67.9% | $154,107-84.2% | $64,186-62.0% |
| Participation rate | 63.3% | 70.4%-7.1pp | 83.0%-19.7pp | 69.6%-6.2pp |
| Annual return | -3.14% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,127 | $3,351-66.4% | $5,298-78.7% | $2,381-52.7% |
| Participant deferral / active EE | $1,543 | $3,175-51.4% | $5,081-69.6% | $3,470-55.5% |
| Admin fee / account holder | $7,873 | $5,596+40.7% | $13,411-41.3% | $4,888+61.1% |