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 | $29,379 | $76,000-61.3% | $154,107-80.9% | $64,186-54.2% |
| Participation rate | 52.5% | 70.4%-17.9pp | 83.0%-30.5pp | 69.6%-17.0pp |
| Annual return | -3.88% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $468 | $3,351-86.0% | $5,298-91.2% | $2,381-80.4% |
| Participant deferral / active EE | $1,932 | $3,175-39.1% | $5,081-62.0% | $3,470-44.3% |
| Admin fee / account holder | $832 | $5,596-85.1% | $13,411-93.8% | $4,888-83.0% |