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 | $14,682 | $76,000-80.7% | $154,107-90.5% | $64,186-77.1% |
| Participation rate | 42.1% | 70.4%-28.3pp | 83.0%-40.9pp | 69.6%-27.5pp |
| Annual return | -6.34% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $644 | $3,351-80.8% | $5,298-87.8% | $2,381-72.9% |
| Participant deferral / active EE | $1,203 | $3,175-62.1% | $5,081-76.3% | $3,470-65.3% |
| Admin fee / account holder | $382 | $5,596-93.2% | $13,411-97.2% | $4,888-92.2% |