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 | $18,057 | $32,117-43.8% | $71,086-74.6% | $64,186-71.9% |
| Participation rate | 25.6% | 42.7%-17.1pp | 54.7%-29.1pp | 69.6%-44.0pp |
| Annual return | -8.31% | -5.57%-2.7pp | 650.59%-658.9pp | 7.63%-15.9pp |
| Employer contribution / active EE | $390 | $712-45.2% | $1,088-64.1% | $2,381-83.6% |
| Participant deferral / active EE | $563 | $1,263-55.4% | $1,874-70.0% | $3,470-83.8% |
| Admin fee / account holder | $1,515 | $2,759-45.1% | $3,082-50.8% | $4,888-69.0% |