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 | $31,328 | $69,010-54.6% | $159,960-80.4% | $68,494-54.3% |
| Participation rate | 49.0% | 65.4%-16.4pp | 78.0%-28.9pp | 67.9%-18.9pp |
| Annual return | -18.87% | -9.65%-9.2pp | 408.60%-427.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $864 | $2,213-61.0% | $4,226-79.5% | $2,596-66.7% |
| Participant deferral / active EE | $1,851 | $4,212-56.1% | $6,182-70.1% | $4,027-54.0% |
| Admin fee / account holder | $1,248 | $4,798-74.0% | $8,698-85.7% | $5,403-76.9% |