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 | $25,829 | $95,971-73.1% | $74,550-65.4% | $135,375-80.9% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | -8.29% | 56.96%-65.3pp | 32.53%-40.8pp | 519.73%-528.0pp |
| Employer contribution / active EE | $908 | $2,716-66.6% | $1,961-53.7% | $4,779-81.0% |
| Participant deferral / active EE | $2,813 | $3,843-26.8% | $3,108-9.5% | $5,609-49.8% |
| Admin fee / account holder | $2,496 | $6,522-61.7% | $5,060-50.7% | $10,827-76.9% |