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 | $21,408 | $49,177-56.5% | $79,464-73.1% | $64,186-66.6% |
| Participation rate | 56.5% | 65.0%-8.5pp | 73.3%-16.8pp | 69.6%-13.0pp |
| Annual return | -6.40% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $284 | $2,076-86.3% | $2,800-89.9% | $2,381-88.1% |
| Participant deferral / active EE | $1,868 | $2,821-33.8% | $3,704-49.6% | $3,470-46.2% |
| Admin fee / account holder | $1,681 | $3,839-56.2% | $5,113-67.1% | $4,888-65.6% |