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 | $18,149 | $57,354-68.4% | $83,848-78.4% | $64,186-71.7% |
| Participation rate | 42.2% | 68.6%-26.4pp | 76.1%-33.9pp | 69.6%-27.3pp |
| Annual return | -8.48% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $650 | $2,545-74.5% | $3,631-82.1% | $2,381-72.7% |
| Participant deferral / active EE | $2,067 | $2,993-30.9% | $4,082-49.3% | $3,470-40.4% |
| Admin fee / account holder | $936 | $4,046-76.9% | $5,478-82.9% | $4,888-80.8% |