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 | $11,877 | $49,177-75.8% | $79,464-85.1% | $64,186-81.5% |
| Participation rate | 47.1% | 65.0%-17.9pp | 73.3%-26.2pp | 69.6%-22.4pp |
| Annual return | -4.85% | -1.16%-3.7pp | 718.14%-723.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $377 | $2,076-81.8% | $2,800-86.5% | $2,381-84.2% |
| Participant deferral / active EE | $1,262 | $2,821-55.3% | $3,704-65.9% | $3,470-63.6% |
| Admin fee / account holder | $10,635 | $3,839+177.0% | $5,113+108.0% | $4,888+117.6% |