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 | $18,977 | $52,519-63.9% | $155,790-87.8% | $59,632-68.2% |
| Participation rate | 36.6% | 61.7%-25.1pp | 76.1%-39.5pp | 68.7%-32.1pp |
| Annual return | -2.33% | 53.51%-55.8pp | 71.54%-73.9pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $331 | $1,589-79.2% | $3,836-91.4% | $2,203-85.0% |
| Participant deferral / active EE | $1,158 | $3,084-62.5% | $4,797-75.9% | $3,192-63.7% |
| Admin fee / account holder | $655 | $3,540-81.5% | $7,478-91.2% | $4,297-84.8% |