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 | $25,935 | $69,010-62.4% | $159,960-83.8% | $68,494-62.1% |
| Participation rate | 56.0% | 65.4%-9.4pp | 78.0%-22.0pp | 67.9%-11.9pp |
| Annual return | -15.81% | -9.65%-6.2pp | 408.60%-424.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $634 | $2,213-71.4% | $4,226-85.0% | $2,596-75.6% |
| Participant deferral / active EE | $2,156 | $4,212-48.8% | $6,182-65.1% | $4,027-46.5% |
| Admin fee / account holder | $302 | $4,798-93.7% | $8,698-96.5% | $5,403-94.4% |