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 | $27,220 | $69,010-60.6% | $159,960-83.0% | $68,494-60.3% |
| Participation rate | 40.7% | 65.4%-24.7pp | 78.0%-37.2pp | 67.9%-27.1pp |
| Annual return | -17.21% | -9.65%-7.6pp | 408.60%-425.8pp | -7.84%-9.4pp |
| Employer contribution / active EE | $687 | $2,213-69.0% | $4,226-83.7% | $2,596-73.5% |
| Participant deferral / active EE | $1,593 | $4,212-62.2% | $6,182-74.2% | $4,027-60.4% |
| Admin fee / account holder | $1,717 | $4,798-64.2% | $8,698-80.3% | $5,403-68.2% |