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 | $18,974 | $67,331-71.8% | $60,874-68.8% | $134,475-85.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -16.10% | 49.93%-66.0pp | 16.90%-33.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $785 | $3,096-74.6% | $2,701-70.9% | $4,740-83.4% |
| Participant deferral / active EE | $1,027 | $4,538-77.4% | $3,817-73.1% | $6,400-84.0% |
| Admin fee / account holder | $1,652 | $4,582-63.9% | $3,224-48.8% | $11,426-85.5% |