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 | $23,319 | $158,817-85.3% | $121,196-80.8% | $135,375-82.8% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | -7.85% | -0.64%-7.2pp | 16.93%-24.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,164 | $5,665-79.4% | $4,022-71.0% | $4,779-75.6% |
| Participant deferral / active EE | $2,123 | $4,005-47.0% | $3,344-36.5% | $5,609-62.1% |
| Admin fee / account holder | $2,642 | $6,512-59.4% | $5,019-47.4% | $10,827-75.6% |