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 | $29,115 | $49,177-40.8% | $79,464-63.4% | $64,186-54.6% |
| Participation rate | 57.6% | 65.0%-7.5pp | 73.3%-15.8pp | 69.6%-12.0pp |
| Annual return | -7.49% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $564 | $2,076-72.9% | $2,800-79.9% | $2,381-76.3% |
| Participant deferral / active EE | $2,138 | $2,821-24.2% | $3,704-42.3% | $3,470-38.4% |
| Admin fee / account holder | $1,228 | $3,839-68.0% | $5,113-76.0% | $4,888-74.9% |