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 | $20,692 | $76,000-72.8% | $154,107-86.6% | $64,186-67.8% |
| Participation rate | 64.6% | 70.4%-5.8pp | 83.0%-18.4pp | 69.6%-4.9pp |
| Annual return | -6.89% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $859 | $3,351-74.3% | $5,298-83.8% | $2,381-63.9% |
| Participant deferral / active EE | $2,398 | $3,175-24.5% | $5,081-52.8% | $3,470-30.9% |
| Admin fee / account holder | $722 | $5,596-87.1% | $13,411-94.6% | $4,888-85.2% |