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 | $27,828 | $76,000-63.4% | $154,107-81.9% | $64,186-56.6% |
| Participation rate | 48.1% | 70.4%-22.3pp | 83.0%-34.9pp | 69.6%-21.4pp |
| Annual return | -7.30% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $756 | $3,351-77.4% | $5,298-85.7% | $2,381-68.2% |
| Participant deferral / active EE | $1,472 | $3,175-53.6% | $5,081-71.0% | $3,470-57.6% |
| Admin fee / account holder | $2,693 | $5,596-51.9% | $13,411-79.9% | $4,888-44.9% |