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 | $14,747 | $76,000-80.6% | $154,107-90.4% | $64,186-77.0% |
| Participation rate | 52.7% | 70.4%-17.7pp | 83.0%-30.3pp | 69.6%-16.8pp |
| Annual return | -5.65% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $640 | $3,351-80.9% | $5,298-87.9% | $2,381-73.1% |
| Participant deferral / active EE | $956 | $3,175-69.9% | $5,081-81.2% | $3,470-72.5% |
| Admin fee / account holder | $3,604 | $5,596-35.6% | $13,411-73.1% | $4,888-26.3% |