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 | $13,878 | $76,000-81.7% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 63.6% | 70.4%-6.8pp | 83.0%-19.4pp | 69.6%-5.9pp |
| Annual return | -3.56% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $693 | $3,351-79.3% | $5,298-86.9% | $2,381-70.9% |
| Participant deferral / active EE | $1,173 | $3,175-63.0% | $5,081-76.9% | $3,470-66.2% |
| Admin fee / account holder | $5,381 | $5,596-3.9% | $13,411-59.9% | $4,888+10.1% |