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 | $13,879 | $76,000-81.7% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 55.2% | 70.4%-15.2pp | 83.0%-27.8pp | 69.6%-14.3pp |
| Annual return | -2.34% | 30.32%-32.7pp | 735.12%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $414 | $3,351-87.6% | $5,298-92.2% | $2,381-82.6% |
| Participant deferral / active EE | $922 | $3,175-71.0% | $5,081-81.9% | $3,470-73.4% |
| Admin fee / account holder | $716 | $5,596-87.2% | $13,411-94.7% | $4,888-85.4% |