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 | $17,900 | $76,000-76.4% | $154,107-88.4% | $64,186-72.1% |
| Participation rate | 54.0% | 70.4%-16.4pp | 83.0%-29.1pp | 69.6%-15.6pp |
| Annual return | -6.28% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,171 | $3,351-65.0% | $5,298-77.9% | $2,381-50.8% |
| Participant deferral / active EE | $1,075 | $3,175-66.1% | $5,081-78.8% | $3,470-69.0% |
| Admin fee / account holder | $910 | $5,596-83.7% | $13,411-93.2% | $4,888-81.4% |