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 8-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 | $13,771 | $76,000-81.9% | $154,107-91.1% | $64,186-78.5% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -3.95% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $549 | $3,351-83.6% | $5,298-89.6% | $2,381-76.9% |
| Participant deferral / active EE | $2,866 | $3,175-9.8% | $5,081-43.6% | $3,470-17.4% |
| Admin fee / account holder | $1,257 | $5,596-77.5% | $13,411-90.6% | $4,888-74.3% |