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 | $10,609 | $32,117-67.0% | $71,086-85.1% | $64,186-83.5% |
| Participation rate | 20.0% | 42.7%-22.7pp | 54.7%-34.7pp | 69.6%-49.6pp |
| Annual return | -7.49% | -5.57%-1.9pp | 650.59%-658.1pp | 7.63%-15.1pp |
| Employer contribution / active EE | $343 | $712-51.9% | $1,088-68.5% | $2,381-85.6% |
| Participant deferral / active EE | $800 | $1,263-36.6% | $1,874-57.3% | $3,470-76.9% |
| Admin fee / account holder | $784 | $2,759-71.6% | $3,082-74.6% | $4,888-84.0% |