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 | $31,426 | $76,000-58.7% | $154,107-79.6% | $64,186-51.0% |
| Participation rate | 38.7% | 70.4%-31.7pp | 83.0%-44.3pp | 69.6%-30.9pp |
| Annual return | -4.88% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $606 | $3,351-81.9% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $1,218 | $3,175-61.6% | $5,081-76.0% | $3,470-64.9% |
| Admin fee / account holder | $14,200 | $5,596+153.7% | $13,411+5.9% | $4,888+190.5% |