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 | $17,238 | $49,177-64.9% | $79,464-78.3% | $64,186-73.1% |
| Participation rate | 41.3% | 65.0%-23.7pp | 73.3%-32.0pp | 69.6%-28.3pp |
| Annual return | -6.59% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $543 | $2,076-73.9% | $2,800-80.6% | $2,381-77.2% |
| Participant deferral / active EE | $935 | $2,821-66.9% | $3,704-74.8% | $3,470-73.1% |
| Admin fee / account holder | $4,773 | $3,839+24.3% | $5,113-6.6% | $4,888-2.4% |