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 | $21,438 | $32,117-33.3% | $71,086-69.8% | $64,186-66.6% |
| Participation rate | 25.6% | 42.7%-17.1pp | 54.7%-29.1pp | 69.6%-44.0pp |
| Annual return | 12.86% | -5.57%+18.4pp | 650.59%-637.7pp | 7.63%+5.2pp |
| Employer contribution / active EE | $131 | $712-81.7% | $1,088-88.0% | $2,381-94.5% |
| Participant deferral / active EE | $403 | $1,263-68.1% | $1,874-78.5% | $3,470-88.4% |
| Admin fee / account holder | $1,798 | $2,759-34.9% | $3,082-41.7% | $4,888-63.2% |