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 | $31,799 | $95,862-66.8% | $79,550-60.0% | $134,475-76.4% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -8.60% | -2.69%-5.9pp | 0.16%-8.8pp | 417.96%-426.6pp |
| Employer contribution / active EE | $797 | $3,128-74.5% | $2,413-67.0% | $4,740-83.2% |
| Participant deferral / active EE | $1,868 | $4,693-60.2% | $3,985-53.1% | $6,400-70.8% |
| Admin fee / account holder | $65,492 | $9,126+617.6% | $6,832+858.6% | $11,426+473.2% |