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 | $34,357 | $85,790-60.0% | $67,313-49.0% | $135,375-74.6% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.1%-8.0pp | 82.6%-21.5pp |
| Annual return | -0.40% | -0.54%+0.1pp | -4.08%+3.7pp | 519.73%-520.1pp |
| Employer contribution / active EE | $2,019 | $3,487-42.1% | $2,566-21.3% | $4,779-57.8% |
| Participant deferral / active EE | $2,963 | $4,651-36.3% | $3,568-17.0% | $5,609-47.2% |
| Admin fee / account holder | $35,575 | $6,392+456.5% | $4,507+689.4% | $10,827+228.6% |