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 | $26,248 | $76,000-65.5% | $154,107-83.0% | $64,186-59.1% |
| Participation rate | 65.9% | 70.4%-4.5pp | 83.0%-17.1pp | 69.6%-3.7pp |
| Annual return | -7.12% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $616 | $3,351-81.6% | $5,298-88.4% | $2,381-74.1% |
| Participant deferral / active EE | $2,063 | $3,175-35.0% | $5,081-59.4% | $3,470-40.5% |
| Admin fee / account holder | $450 | $5,596-92.0% | $13,411-96.6% | $4,888-90.8% |