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 | $31,953 | $44,873-28.8% | $79,464-59.8% | $56,287-43.2% |
| Participation rate | 38.5% | 68.7%-30.2pp | 73.3%-34.8pp | 69.9%-31.3pp |
| Annual return | -4.73% | 0.81%-5.5pp | 718.14%-722.9pp | -9.96%+5.2pp |
| Employer contribution / active EE | $963 | $2,140-55.0% | $2,800-65.6% | $2,111-54.4% |
| Participant deferral / active EE | $1,321 | $2,746-51.9% | $3,704-64.3% | $3,350-60.6% |
| Admin fee / account holder | $3,944 | $418+842.5% | $5,113-22.9% | $521+657.1% |