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 | $31,065 | $76,000-59.1% | $154,107-79.8% | $64,186-51.6% |
| Participation rate | 58.1% | 70.4%-12.4pp | 83.0%-25.0pp | 69.6%-11.5pp |
| Annual return | -2.76% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,213 | $3,351-63.8% | $5,298-77.1% | $2,381-49.0% |
| Participant deferral / active EE | $1,479 | $3,175-53.4% | $5,081-70.9% | $3,470-57.4% |
| Admin fee / account holder | $19,373 | $5,596+246.2% | $13,411+44.5% | $4,888+296.3% |