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 | $18,729 | $76,000-75.4% | $154,107-87.8% | $64,186-70.8% |
| Participation rate | 37.5% | 70.4%-32.9pp | 83.0%-45.5pp | 69.6%-32.1pp |
| Annual return | 0.00% | 30.32%-30.3pp | 735.12%-735.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $509 | $3,351-84.8% | $5,298-90.4% | $2,381-78.6% |
| Participant deferral / active EE | $1,128 | $3,175-64.5% | $5,081-77.8% | $3,470-67.5% |
| Admin fee / account holder | $3,188 | $5,596-43.0% | $13,411-76.2% | $4,888-34.8% |