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 | $10,113 | $32,117-68.5% | $71,086-85.8% | $64,186-84.2% |
| Participation rate | 11.1% | 42.7%-31.6pp | 54.7%-43.5pp | 69.6%-58.5pp |
| Annual return | -7.93% | -5.57%-2.4pp | 650.59%-658.5pp | 7.63%-15.6pp |
| Employer contribution / active EE | $116 | $712-83.7% | $1,088-89.3% | $2,381-95.1% |
| Participant deferral / active EE | $524 | $1,263-58.5% | $1,874-72.0% | $3,470-84.9% |
| Admin fee / account holder | $1,724 | $2,759-37.5% | $3,082-44.1% | $4,888-64.7% |