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 | $19,476 | $90,320-78.4% | $59,496-67.3% | $125,391-84.5% |
| Participation rate | 34.8% | 68.3%-33.5pp | 54.6%-19.8pp | 83.2%-48.4pp |
| Annual return | -0.53% | 369.13%-369.7pp | 182.05%-182.6pp | 282.22%-282.8pp |
| Employer contribution / active EE | $674 | $1,792-62.4% | $1,153-41.5% | $4,866-86.1% |
| Participant deferral / active EE | $2,615 | $2,716-3.7% | $1,829+43.0% | $5,352-51.1% |
| Admin fee / account holder | $934 | $3,063-69.5% | $2,232-58.2% | $9,540-90.2% |