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 | $30,445 | $76,000-59.9% | $154,107-80.2% | $64,186-52.6% |
| Participation rate | 43.4% | 70.4%-27.0pp | 83.0%-39.6pp | 69.6%-26.1pp |
| Annual return | -3.43% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.1pp |
| Employer contribution / active EE | $951 | $3,351-71.6% | $5,298-82.0% | $2,381-60.0% |
| Participant deferral / active EE | $1,804 | $3,175-43.2% | $5,081-64.5% | $3,470-48.0% |
| Admin fee / account holder | $3,906 | $5,596-30.2% | $13,411-70.9% | $4,888-20.1% |