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 | $25,125 | $76,000-66.9% | $154,107-83.7% | $64,186-60.9% |
| Participation rate | 45.7% | 70.4%-24.8pp | 83.0%-37.4pp | 69.6%-23.9pp |
| Annual return | -4.42% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,249 | $3,351-62.7% | $5,298-76.4% | $2,381-47.5% |
| Participant deferral / active EE | $2,282 | $3,175-28.1% | $5,081-55.1% | $3,470-34.2% |
| Admin fee / account holder | $13,024 | $5,596+132.7% | $13,411-2.9% | $4,888+166.4% |