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 | $18,162 | $45,152-59.8% | $73,843-75.4% | $59,632-69.5% |
| Participation rate | 67.6% | 64.0%+3.6pp | 73.4%-5.8pp | 68.7%-1.0pp |
| Annual return | -0.08% | 27.40%-27.5pp | 2267.84%-2267.9pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $712 | $1,902-62.5% | $2,787-74.4% | $2,203-67.7% |
| Participant deferral / active EE | $847 | $2,574-67.1% | $3,583-76.3% | $3,192-73.4% |
| Admin fee / account holder | $509 | $3,516-85.5% | $4,880-89.6% | $4,297-88.2% |