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 3-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 | $50,968 | $91,538-44.3% | $129,995-60.8% | $75,163-32.2% |
| Participation rate | 63.2% | 71.4%-8.3pp | 78.5%-15.3pp | 67.2%-4.0pp |
| Annual return | 18.92% | -631.11%+650.0pp | -137.18%+156.1pp | 160.62%-141.7pp |
| Employer contribution / active EE | $1,579 | $2,845-44.5% | $4,320-63.4% | $2,670-40.9% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $90,822 | $6,790+1237.5% | $10,614+755.6% | $5,651+1507.2% |