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 | $32,753 | $95,862-65.8% | $79,550-58.8% | $134,475-75.6% |
| Participation rate | 64.3% | 75.0%-10.7pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -11.40% | -2.69%-8.7pp | 0.16%-11.6pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,207 | $3,128-61.4% | $2,413-50.0% | $4,740-74.5% |
| Participant deferral / active EE | $4,492 | $4,693-4.3% | $3,985+12.7% | $6,400-29.8% |
| Admin fee / account holder | $23,084 | $9,126+152.9% | $6,832+237.9% | $11,426+102.0% |