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 | $28,621 | $69,010-58.5% | $159,960-82.1% | $68,494-58.2% |
| Participation rate | 40.6% | 65.4%-24.8pp | 78.0%-37.3pp | 67.9%-27.3pp |
| Annual return | -16.57% | -9.65%-6.9pp | 408.60%-425.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $534 | $2,213-75.9% | $4,226-87.4% | $2,596-79.4% |
| Participant deferral / active EE | $1,685 | $4,212-60.0% | $6,182-72.8% | $4,027-58.2% |
| Admin fee / account holder | $1,668 | $4,798-65.2% | $8,698-80.8% | $5,403-69.1% |