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 | $14,488 | $49,177-70.5% | $79,464-81.8% | $64,186-77.4% |
| Participation rate | 58.1% | 65.0%-7.0pp | 73.3%-15.3pp | 69.6%-11.5pp |
| Annual return | -3.09% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $701 | $2,076-66.2% | $2,800-75.0% | $2,381-70.6% |
| Participant deferral / active EE | $1,446 | $2,821-48.8% | $3,704-61.0% | $3,470-58.3% |
| Admin fee / account holder | $740 | $3,839-80.7% | $5,113-85.5% | $4,888-84.9% |