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 | $20,115 | $43,723-54.0% | $121,196-83.4% | $64,186-68.7% |
| Participation rate | 55.0% | 58.3%-3.3pp | 71.7%-16.7pp | 69.6%-14.6pp |
| Annual return | -7.12% | 68.91%-76.0pp | 16.93%-24.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,410 | $2,280-38.1% | $3,344-57.8% | $3,470-59.4% |
| Admin fee / account holder | $613 | $3,501-82.5% | $5,019-87.8% | $4,888-87.5% |