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 | $28,181 | $49,177-42.7% | $79,464-64.5% | $64,186-56.1% |
| Participation rate | 36.1% | 65.0%-28.9pp | 73.3%-37.2pp | 69.6%-33.4pp |
| Annual return | -7.59% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $606 | $2,076-70.8% | $2,800-78.3% | $2,381-74.5% |
| Participant deferral / active EE | $1,101 | $2,821-61.0% | $3,704-70.3% | $3,470-68.3% |
| Admin fee / account holder | $420 | $3,839-89.1% | $5,113-91.8% | $4,888-91.4% |