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 | $13,154 | $103,949-87.3% | $69,182-81.0% | $273,961-95.2% |
| Participation rate | 10.5% | 67.4%-56.8pp | 55.1%-44.6pp | 83.0%-72.5pp |
| Annual return | 1.72% | 35.28%-33.6pp | -21.93%+23.7pp | 41.45%-39.7pp |
| Employer contribution / active EE | $194 | $1,783-89.1% | $1,206-83.9% | $4,869-96.0% |
| Participant deferral / active EE | $311 | $2,716-88.5% | $1,897-83.6% | $5,287-94.1% |
| Admin fee / account holder | $44,407 | $3,671+1109.8% | $2,697+1546.7% | $10,132+338.3% |