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 | $16,799 | $76,000-77.9% | $154,107-89.1% | $64,186-73.8% |
| Participation rate | 65.5% | 70.4%-4.9pp | 83.0%-17.5pp | 69.6%-4.1pp |
| Annual return | -7.58% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $703 | $3,351-79.0% | $5,298-86.7% | $2,381-70.5% |
| Participant deferral / active EE | $1,614 | $3,175-49.2% | $5,081-68.2% | $3,470-53.5% |
| Admin fee / account holder | $1,876 | $5,596-66.5% | $13,411-86.0% | $4,888-61.6% |