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 | $22,620 | $32,117-29.6% | $71,086-68.2% | $64,186-64.8% |
| Participation rate | 21.9% | 42.7%-20.8pp | 54.7%-32.8pp | 69.6%-47.7pp |
| Annual return | -5.77% | -5.57%-0.2pp | 650.59%-656.4pp | 7.63%-13.4pp |
| Employer contribution / active EE | $330 | $712-53.6% | $1,088-69.6% | $2,381-86.1% |
| Participant deferral / active EE | $701 | $1,263-44.5% | $1,874-62.6% | $3,470-79.8% |
| Admin fee / account holder | $2,028 | $2,759-26.5% | $3,082-34.2% | $4,888-58.5% |