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 | $14,222 | $95,193-85.1% | $76,523-81.4% | $135,375-89.5% |
| Participation rate | 44.4% | 74.4%-29.9pp | 68.0%-23.6pp | 82.6%-38.2pp |
| Annual return | -3.64% | 4.85%-8.5pp | -0.27%-3.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $160 | $3,302-95.1% | $2,647-93.9% | $4,779-96.6% |
| Participant deferral / active EE | $660 | $4,639-85.8% | $3,835-82.8% | $5,609-88.2% |
| Admin fee / account holder | $428 | $6,249-93.2% | $4,848-91.2% | $10,827-96.0% |