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 | $26,704 | $85,790-68.9% | $67,313-60.3% | $135,375-80.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.82% | -0.54%-7.3pp | -4.08%-3.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $901 | $3,487-74.2% | $2,566-64.9% | $4,779-81.1% |
| Participant deferral / active EE | $1,811 | $4,651-61.1% | $3,568-49.2% | $5,609-67.7% |
| Admin fee / account holder | $472 | $6,392-92.6% | $4,507-89.5% | $10,827-95.6% |