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 | $17,791 | $91,911-80.6% | $68,793-74.1% | $135,375-86.9% |
| Participation rate | 27.3% | 76.7%-49.5pp | 72.2%-45.0pp | 82.6%-55.4pp |
| Annual return | -0.26% | -8.22%+8.0pp | -4.63%+4.4pp | 519.73%-520.0pp |
| Employer contribution / active EE | $1,278 | $3,924-67.4% | $2,625-51.3% | $4,779-73.3% |
| Participant deferral / active EE | $2,258 | $4,315-47.7% | $3,311-31.8% | $5,609-59.7% |
| Admin fee / account holder | $21,175 | $9,240+129.2% | $5,131+312.7% | $10,827+95.6% |