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 | $29,988 | $49,177-39.0% | $79,464-62.3% | $64,186-53.3% |
| Participation rate | 41.7% | 65.0%-23.4pp | 73.3%-31.7pp | 69.6%-27.9pp |
| Annual return | -2.69% | -1.16%-1.5pp | 718.14%-720.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $785 | $2,076-62.2% | $2,800-72.0% | $2,381-67.0% |
| Participant deferral / active EE | $1,956 | $2,821-30.7% | $3,704-47.2% | $3,470-43.6% |
| Admin fee / account holder | $650 | $3,839-83.1% | $5,113-87.3% | $4,888-86.7% |