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 | $18,017 | $76,000-76.3% | $154,107-88.3% | $64,186-71.9% |
| Participation rate | 45.8% | 70.4%-24.6pp | 83.0%-37.2pp | 69.6%-23.7pp |
| Annual return | -6.83% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $992 | $3,351-70.4% | $5,298-81.3% | $2,381-58.4% |
| Participant deferral / active EE | $1,638 | $3,175-48.4% | $5,081-67.8% | $3,470-52.8% |
| Admin fee / account holder | $1,793 | $5,596-68.0% | $13,411-86.6% | $4,888-63.3% |