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 | $16,997 | $76,000-77.6% | $154,107-89.0% | $64,186-73.5% |
| Participation rate | 47.9% | 70.4%-22.5pp | 83.0%-35.1pp | 69.6%-21.7pp |
| Annual return | -3.87% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $396 | $3,351-88.2% | $5,298-92.5% | $2,381-83.4% |
| Participant deferral / active EE | $1,232 | $3,175-61.2% | $5,081-75.8% | $3,470-64.5% |
| Admin fee / account holder | $2,674 | $5,596-52.2% | $13,411-80.1% | $4,888-45.3% |