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 | $25,268 | $76,000-66.8% | $154,107-83.6% | $64,186-60.6% |
| Participation rate | 32.5% | 70.4%-37.9pp | 83.0%-50.6pp | 69.6%-37.1pp |
| Annual return | -6.23% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $635 | $3,351-81.1% | $5,298-88.0% | $2,381-73.3% |
| Participant deferral / active EE | $1,624 | $3,175-48.8% | $5,081-68.0% | $3,470-53.2% |
| Admin fee / account holder | $3,077 | $5,596-45.0% | $13,411-77.1% | $4,888-37.0% |