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 | $50,068 | $32,117+55.9% | $71,086-29.6% | $64,186-22.0% |
| Participation rate | 30.0% | 42.7%-12.7pp | 54.7%-24.7pp | 69.6%-39.6pp |
| Annual return | -7.13% | -5.57%-1.6pp | 650.59%-657.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $199 | $712-72.1% | $1,088-81.7% | $2,381-91.7% |
| Participant deferral / active EE | $602 | $1,263-52.4% | $1,874-67.9% | $3,470-82.7% |
| Admin fee / account holder | $1,644 | $2,759-40.4% | $3,082-46.7% | $4,888-66.4% |