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 | $83,499 | $27,641+202.1% | $61,373+36.1% | $68,494+21.9% |
| Participation rate | 6.8% | 39.5%-32.7pp | 52.6%-45.8pp | 67.9%-61.1pp |
| Annual return | -19.34% | -13.24%-6.1pp | 338.61%-357.9pp | -7.84%-11.5pp |
| Employer contribution / active EE | $437 | $695-37.2% | $1,159-62.3% | $2,596-83.2% |
| Participant deferral / active EE | $875 | $1,263-30.8% | $2,125-58.8% | $4,027-78.3% |
| Admin fee / account holder | $449 | $2,010-77.7% | $2,130-78.9% | $5,403-91.7% |