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 | $47,670 | $69,010-30.9% | $159,960-70.2% | $68,494-30.4% |
| Participation rate | 40.8% | 65.4%-24.6pp | 78.0%-37.1pp | 67.9%-27.1pp |
| Annual return | -18.24% | -9.65%-8.6pp | 408.60%-426.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,115 | $2,213-49.6% | $4,226-73.6% | $2,596-57.0% |
| Participant deferral / active EE | $2,791 | $4,212-33.7% | $6,182-54.9% | $4,027-30.7% |
| Admin fee / account holder | $9,057 | $4,798+88.8% | $8,698+4.1% | $5,403+67.6% |