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 | $14,824 | $69,010-78.5% | $159,960-90.7% | $68,494-78.4% |
| Participation rate | 46.9% | 65.4%-18.5pp | 78.0%-31.1pp | 67.9%-21.0pp |
| Annual return | -12.67% | -9.65%-3.0pp | 408.60%-421.3pp | -7.84%-4.8pp |
| Employer contribution / active EE | $935 | $2,213-57.8% | $4,226-77.9% | $2,596-64.0% |
| Participant deferral / active EE | $1,711 | $4,212-59.4% | $6,182-72.3% | $4,027-57.5% |
| Admin fee / account holder | $1,562 | $4,798-67.5% | $8,698-82.0% | $5,403-71.1% |