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 | $18,096 | $49,177-63.2% | $79,464-77.2% | $64,186-71.8% |
| Participation rate | 21.7% | 65.0%-43.3pp | 73.3%-51.6pp | 69.6%-47.8pp |
| Annual return | -7.55% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $321 | $2,076-84.5% | $2,800-88.5% | $2,381-86.5% |
| Participant deferral / active EE | $917 | $2,821-67.5% | $3,704-75.2% | $3,470-73.6% |
| Admin fee / account holder | $1,886 | $3,839-50.9% | $5,113-63.1% | $4,888-61.4% |