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 | $48,566 | $82,286-41.0% | $68,791-29.4% | $134,475-63.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -10.79% | -2.19%-8.6pp | -6.38%-4.4pp | 417.96%-428.8pp |
| Employer contribution / active EE | $4,539 | $3,301+37.5% | $2,655+71.0% | $4,740-4.2% |
| Participant deferral / active EE | $8,302 | $4,739+75.2% | $3,941+110.7% | $6,400+29.7% |
| Admin fee / account holder | $102,725 | $6,481+1485.1% | $4,932+1982.9% | $11,426+799.0% |