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 | $20,404 | $49,177-58.5% | $79,464-74.3% | $64,186-68.2% |
| Participation rate | 23.9% | 65.0%-41.2pp | 73.3%-49.5pp | 69.6%-45.7pp |
| Annual return | -5.33% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $952 | $2,821-66.3% | $3,704-74.3% | $3,470-72.6% |
| Admin fee / account holder | $6,894 | $3,839+79.6% | $5,113+34.8% | $4,888+41.0% |