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 | $60,084 | $27,641+117.4% | $61,373-2.1% | $68,494-12.3% |
| Participation rate | 28.7% | 39.5%-10.7pp | 52.6%-23.8pp | 67.9%-39.1pp |
| Annual return | -16.00% | -13.24%-2.8pp | 338.61%-354.6pp | -7.84%-8.2pp |
| Employer contribution / active EE | $619 | $695-11.0% | $1,159-46.6% | $2,596-76.2% |
| Participant deferral / active EE | $2,253 | $1,263+78.4% | $2,125+6.0% | $4,027-44.0% |
| Admin fee / account holder | $3,216 | $2,010+60.0% | $2,130+51.0% | $5,403-40.5% |