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 | $21,512 | $76,000-71.7% | $154,107-86.0% | $64,186-66.5% |
| Participation rate | 63.2% | 70.4%-7.3pp | 83.0%-19.9pp | 69.6%-6.4pp |
| Annual return | -5.34% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $635 | $3,351-81.0% | $5,298-88.0% | $2,381-73.3% |
| Participant deferral / active EE | $1,033 | $3,175-67.5% | $5,081-79.7% | $3,470-70.2% |
| Admin fee / account holder | $1,222 | $5,596-78.2% | $13,411-90.9% | $4,888-75.0% |