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 | $23,009 | $76,000-69.7% | $154,107-85.1% | $64,186-64.2% |
| Participation rate | 58.6% | 70.4%-11.8pp | 83.0%-24.4pp | 69.6%-10.9pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $746 | $3,351-77.7% | $5,298-85.9% | $2,381-68.7% |
| Participant deferral / active EE | $1,101 | $3,175-65.3% | $5,081-78.3% | $3,470-68.3% |
| Admin fee / account holder | $1,897 | $5,596-66.1% | $13,411-85.9% | $4,888-61.2% |