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 | $21,427 | $76,000-71.8% | $154,107-86.1% | $64,186-66.6% |
| Participation rate | 67.6% | 70.4%-2.8pp | 83.0%-15.5pp | 69.6%-2.0pp |
| Annual return | -4.19% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.8pp |
| Employer contribution / active EE | $776 | $3,351-76.8% | $5,298-85.4% | $2,381-67.4% |
| Participant deferral / active EE | $1,569 | $3,175-50.6% | $5,081-69.1% | $3,470-54.8% |
| Admin fee / account holder | $2,739 | $5,596-51.1% | $13,411-79.6% | $4,888-44.0% |