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 | $20,362 | $49,177-58.6% | $79,464-74.4% | $64,186-68.3% |
| Participation rate | 32.9% | 65.0%-32.2pp | 73.3%-40.5pp | 69.6%-36.7pp |
| Annual return | -6.66% | -1.16%-5.5pp | 718.14%-724.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $550 | $2,076-73.5% | $2,800-80.4% | $2,381-76.9% |
| Participant deferral / active EE | $1,244 | $2,821-55.9% | $3,704-66.4% | $3,470-64.1% |
| Admin fee / account holder | $4,126 | $3,839+7.5% | $5,113-19.3% | $4,888-15.6% |