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 | $29,503 | $76,000-61.2% | $154,107-80.9% | $64,186-54.0% |
| Participation rate | 56.8% | 70.4%-13.6pp | 83.0%-26.2pp | 69.6%-12.8pp |
| Annual return | -2.73% | 30.32%-33.0pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $958 | $3,351-71.4% | $5,298-81.9% | $2,381-59.8% |
| Participant deferral / active EE | $2,132 | $3,175-32.9% | $5,081-58.0% | $3,470-38.6% |
| Admin fee / account holder | $1,326 | $5,596-76.3% | $13,411-90.1% | $4,888-72.9% |