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 | $24,545 | $86,699-71.7% | $73,307-66.5% | $125,391-80.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 74.9%-41.6pp | 83.2%-49.9pp |
| Annual return | -0.71% | 2.78%-3.5pp | 5.67%-6.4pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,432 | $5,550-56.2% | $4,991-51.3% | $5,352-54.6% |
| Admin fee / account holder | $28,630 | $7,771+268.4% | $5,637+407.9% | $9,540+200.1% |