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 | $20,869 | $49,177-57.6% | $79,464-73.7% | $64,186-67.5% |
| Participation rate | 44.8% | 65.0%-20.2pp | 73.3%-28.5pp | 69.6%-24.7pp |
| Annual return | -5.76% | -1.16%-4.6pp | 718.14%-723.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $740 | $2,076-64.4% | $2,800-73.6% | $2,381-68.9% |
| Participant deferral / active EE | $839 | $2,821-70.3% | $3,704-77.4% | $3,470-75.8% |
| Admin fee / account holder | $1,097 | $3,839-71.4% | $5,113-78.5% | $4,888-77.6% |