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 | $55,152 | $39,798+38.6% | $67,711-18.5% | $59,632-7.5% |
| Participation rate | 45.0% | 57.4%-12.4pp | 67.5%-22.5pp | 68.7%-23.7pp |
| Annual return | -1.75% | 89.94%-91.7pp | 25.41%-27.2pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $154 | $1,393-89.0% | $2,559-94.0% | $2,203-93.0% |
| Participant deferral / active EE | $1,779 | $2,335-23.8% | $3,585-50.4% | $3,192-44.3% |
| Admin fee / account holder | $10,296 | $3,212+220.6% | $4,255+142.0% | $4,297+139.6% |