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 | $17,045 | $49,177-65.3% | $79,464-78.5% | $64,186-73.4% |
| Participation rate | 56.9% | 65.0%-8.1pp | 73.3%-16.4pp | 69.6%-12.6pp |
| Annual return | -7.79% | -1.16%-6.6pp | 718.14%-725.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $731 | $2,076-64.8% | $2,800-73.9% | $2,381-69.3% |
| Participant deferral / active EE | $1,593 | $2,821-43.6% | $3,704-57.0% | $3,470-54.1% |
| Admin fee / account holder | $3,560 | $3,839-7.3% | $5,113-30.4% | $4,888-27.2% |