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 | $16,280 | $49,177-66.9% | $79,464-79.5% | $64,186-74.6% |
| Participation rate | 48.1% | 65.0%-17.0pp | 73.3%-25.3pp | 69.6%-21.5pp |
| Annual return | -7.06% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $406 | $2,076-80.4% | $2,800-85.5% | $2,381-82.9% |
| Participant deferral / active EE | $1,238 | $2,821-56.1% | $3,704-66.6% | $3,470-64.3% |
| Admin fee / account holder | $3,892 | $3,839+1.4% | $5,113-23.9% | $4,888-20.4% |