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 | $31,119 | $76,000-59.1% | $154,107-79.8% | $64,186-51.5% |
| Participation rate | 65.2% | 70.4%-5.2pp | 83.0%-17.8pp | 69.6%-4.4pp |
| Annual return | -2.69% | 30.32%-33.0pp | 735.12%-737.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $909 | $3,351-72.9% | $5,298-82.8% | $2,381-61.8% |
| Participant deferral / active EE | $1,896 | $3,175-40.3% | $5,081-62.7% | $3,470-45.4% |
| Admin fee / account holder | $862 | $5,596-84.6% | $13,411-93.6% | $4,888-82.4% |