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 | $20,997 | $32,117-34.6% | $71,086-70.5% | $64,186-67.3% |
| Participation rate | 32.8% | 42.7%-9.9pp | 54.7%-21.8pp | 69.6%-36.8pp |
| Annual return | -9.02% | -5.57%-3.4pp | 650.59%-659.6pp | 7.63%-16.6pp |
| Employer contribution / active EE | $530 | $712-25.6% | $1,088-51.3% | $2,381-77.7% |
| Participant deferral / active EE | $1,084 | $1,263-14.2% | $1,874-42.2% | $3,470-68.8% |
| Admin fee / account holder | $392 | $2,759-85.8% | $3,082-87.3% | $4,888-92.0% |