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 | $26,300 | $78,694-66.6% | $67,652-61.1% | $125,391-79.0% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | -1.94% | 9.46%-11.4pp | 6625.04%-6627.0pp | 282.22%-284.2pp |
| Employer contribution / active EE | $904 | $3,044-70.3% | $2,266-60.1% | $4,866-81.4% |
| Participant deferral / active EE | $2,476 | $4,292-42.3% | $3,560-30.5% | $5,352-53.7% |
| Admin fee / account holder | $662 | $7,403-91.1% | $4,821-86.3% | $9,540-93.1% |