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 | $16,183 | $76,000-78.7% | $154,107-89.5% | $64,186-74.8% |
| Participation rate | 54.8% | 70.4%-15.6pp | 83.0%-28.2pp | 69.6%-14.7pp |
| Annual return | -0.37% | 30.32%-30.7pp | 735.12%-735.5pp | 7.63%-8.0pp |
| Employer contribution / active EE | $389 | $3,351-88.4% | $5,298-92.7% | $2,381-83.7% |
| Participant deferral / active EE | $1,053 | $3,175-66.8% | $5,081-79.3% | $3,470-69.6% |
| Admin fee / account holder | $3,512 | $5,596-37.3% | $13,411-73.8% | $4,888-28.2% |