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 | $18,334 | $76,000-75.9% | $154,107-88.1% | $64,186-71.4% |
| Participation rate | 42.2% | 70.4%-28.2pp | 83.0%-40.8pp | 69.6%-27.4pp |
| Annual return | -7.85% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $535 | $3,351-84.0% | $5,298-89.9% | $2,381-77.5% |
| Participant deferral / active EE | $934 | $3,175-70.6% | $5,081-81.6% | $3,470-73.1% |
| Admin fee / account holder | $1,195 | $5,596-78.7% | $13,411-91.1% | $4,888-75.6% |