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 | $32,741 | $69,518-52.9% | $59,878-45.3% | $135,375-75.8% |
| Participation rate | 30.4% | 77.8%-47.4pp | 74.7%-44.3pp | 82.6%-52.2pp |
| Annual return | -2.64% | 7.94%-10.6pp | 3.46%-6.1pp | 519.73%-522.4pp |
| Employer contribution / active EE | $435 | $3,235-86.5% | $2,722-84.0% | $4,779-90.9% |
| Participant deferral / active EE | $1,668 | $4,206-60.3% | $3,402-51.0% | $5,609-70.3% |
| Admin fee / account holder | $347 | $5,734-93.9% | $3,590-90.3% | $10,827-96.8% |