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 | $23,521 | $57,354-59.0% | $83,848-71.9% | $64,186-63.4% |
| Participation rate | 59.3% | 68.6%-9.3pp | 76.1%-16.9pp | 69.6%-10.3pp |
| Annual return | -7.59% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,411 | $2,545-44.6% | $3,631-61.1% | $2,381-40.7% |
| Participant deferral / active EE | $2,333 | $2,993-22.0% | $4,082-42.8% | $3,470-32.7% |
| Admin fee / account holder | $801 | $4,046-80.2% | $5,478-85.4% | $4,888-83.6% |