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 | $16,699 | $76,000-78.0% | $154,107-89.2% | $64,186-74.0% |
| Participation rate | 51.2% | 70.4%-19.2pp | 83.0%-31.8pp | 69.6%-18.3pp |
| Annual return | -2.33% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-10.0pp |
| Employer contribution / active EE | $895 | $3,351-73.3% | $5,298-83.1% | $2,381-62.4% |
| Participant deferral / active EE | $1,002 | $3,175-68.4% | $5,081-80.3% | $3,470-71.1% |
| Admin fee / account holder | $2,280 | $5,596-59.3% | $13,411-83.0% | $4,888-53.4% |