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 | $21,923 | $76,000-71.2% | $154,107-85.8% | $64,186-65.8% |
| Participation rate | 51.5% | 70.4%-18.9pp | 83.0%-31.5pp | 69.6%-18.1pp |
| Annual return | -5.97% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,076 | $3,351-67.9% | $5,298-79.7% | $2,381-54.8% |
| Participant deferral / active EE | $2,577 | $3,175-18.8% | $5,081-49.3% | $3,470-25.7% |
| Admin fee / account holder | $4,194 | $5,596-25.1% | $13,411-68.7% | $4,888-14.2% |