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 | $70,837 | $57,354+23.5% | $83,848-15.5% | $64,186+10.4% |
| Participation rate | 34.3% | 68.6%-34.3pp | 76.1%-41.9pp | 69.6%-35.3pp |
| Annual return | -5.37% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,050 | $2,545-58.7% | $3,631-71.1% | $2,381-55.9% |
| Participant deferral / active EE | $1,807 | $2,993-39.6% | $4,082-55.7% | $3,470-47.9% |
| Admin fee / account holder | $42,332 | $4,046+946.4% | $5,478+672.7% | $4,888+766.0% |