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 | $16,967 | $52,519-67.7% | $155,790-89.1% | $59,632-71.5% |
| Participation rate | 41.8% | 61.7%-19.9pp | 76.1%-34.3pp | 68.7%-26.9pp |
| Annual return | -1.46% | 53.51%-55.0pp | 71.54%-73.0pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $320 | $1,589-79.9% | $3,836-91.7% | $2,203-85.5% |
| Participant deferral / active EE | $1,241 | $3,084-59.8% | $4,797-74.1% | $3,192-61.1% |
| Admin fee / account holder | $10,179 | $3,540+187.6% | $7,478+36.1% | $4,297+136.9% |