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 | $24,102 | $76,000-68.3% | $154,107-84.4% | $64,186-62.4% |
| Participation rate | 36.4% | 70.4%-34.1pp | 83.0%-46.7pp | 69.6%-33.2pp |
| Annual return | -7.91% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $956 | $3,351-71.5% | $5,298-82.0% | $2,381-59.9% |
| Participant deferral / active EE | $2,207 | $3,175-30.5% | $5,081-56.6% | $3,470-36.4% |
| Admin fee / account holder | $570 | $5,596-89.8% | $13,411-95.8% | $4,888-88.3% |