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 | $14,388 | $95,193-84.9% | $76,523-81.2% | $135,375-89.4% |
| Participation rate | 60.0% | 74.4%-14.4pp | 68.0%-8.0pp | 82.6%-22.6pp |
| Annual return | -8.83% | 4.85%-13.7pp | -0.27%-8.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $300 | $3,302-90.9% | $2,647-88.7% | $4,779-93.7% |
| Participant deferral / active EE | $1,978 | $4,639-57.4% | $3,835-48.4% | $5,609-64.7% |
| Admin fee / account holder | $434 | $6,249-93.0% | $4,848-91.0% | $10,827-96.0% |