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 | $29,965 | $50,199-40.3% | $70,092-57.2% | $66,914-55.2% |
| Participation rate | 63.2% | 66.3%-3.1pp | 70.5%-7.3pp | 69.8%-6.6pp |
| Annual return | -15.35% | -13.85%-1.5pp | 190.73%-206.1pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,830 | $1,864-1.8% | $2,559-28.5% | $2,544-28.1% |
| Participant deferral / active EE | $2,258 | $3,112-27.4% | $3,849-41.3% | $4,237-46.7% |
| Admin fee / account holder | $2,179 | $600+263.3% | $6,267-65.2% | $593+267.3% |