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 | $16,494 | $32,117-48.6% | $71,086-76.8% | $64,186-74.3% |
| Participation rate | 65.7% | 42.7%+23.0pp | 54.7%+11.1pp | 69.6%-3.9pp |
| Annual return | -8.89% | -5.57%-3.3pp | 650.59%-659.5pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,357 | $712+90.5% | $1,088+24.7% | $2,381-43.0% |
| Participant deferral / active EE | $3,717 | $1,263+194.3% | $1,874+98.3% | $3,470+7.1% |
| Admin fee / account holder | $1,267 | $2,759-54.1% | $3,082-58.9% | $4,888-74.1% |