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 | $17,969 | $76,000-76.4% | $154,107-88.3% | $64,186-72.0% |
| Participation rate | 45.9% | 70.4%-24.5pp | 83.0%-37.2pp | 69.6%-23.7pp |
| Annual return | -7.83% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $781 | $3,351-76.7% | $5,298-85.3% | $2,381-67.2% |
| Participant deferral / active EE | $2,010 | $3,175-36.7% | $5,081-60.4% | $3,470-42.1% |
| Admin fee / account holder | $852 | $5,596-84.8% | $13,411-93.6% | $4,888-82.6% |