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 | $97,982 | $57,354+70.8% | $83,848+16.9% | $64,186+52.7% |
| Participation rate | 43.1% | 68.6%-25.5pp | 76.1%-33.0pp | 69.6%-26.4pp |
| Annual return | -6.15% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,517 | $2,545-40.4% | $3,631-58.2% | $2,381-36.3% |
| Participant deferral / active EE | $2,075 | $2,993-30.7% | $4,082-49.2% | $3,470-40.2% |
| Admin fee / account holder | $22,496 | $4,046+456.0% | $5,478+310.6% | $4,888+360.2% |