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 | $22,228 | $76,000-70.8% | $154,107-85.6% | $64,186-65.4% |
| Participation rate | 44.9% | 70.4%-25.5pp | 83.0%-38.1pp | 69.6%-24.7pp |
| Annual return | -4.12% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.8pp |
| Employer contribution / active EE | $604 | $3,351-82.0% | $5,298-88.6% | $2,381-74.6% |
| Participant deferral / active EE | $985 | $3,175-69.0% | $5,081-80.6% | $3,470-71.6% |
| Admin fee / account holder | $1,135 | $5,596-79.7% | $13,411-91.5% | $4,888-76.8% |