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 | $24,711 | $76,000-67.5% | $154,107-84.0% | $64,186-61.5% |
| Participation rate | 48.9% | 70.4%-21.5pp | 83.0%-34.1pp | 69.6%-20.6pp |
| Annual return | -4.97% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,495 | $3,351-55.4% | $5,298-71.8% | $2,381-37.2% |
| Participant deferral / active EE | $1,322 | $3,175-58.4% | $5,081-74.0% | $3,470-61.9% |
| Admin fee / account holder | $484 | $5,596-91.3% | $13,411-96.4% | $4,888-90.1% |