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 | $32,312 | $75,828-57.4% | $147,614-78.1% | $59,632-45.8% |
| Participation rate | 57.7% | 71.6%-13.8pp | 84.6%-26.9pp | 68.7%-10.9pp |
| Annual return | -0.81% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,890 | $3,130-39.6% | $4,895-61.4% | $3,192-40.8% |
| Admin fee / account holder | $5,217 | $5,985-12.8% | $11,611-55.1% | $4,297+21.4% |