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 | $23,474 | $49,177-52.3% | $79,464-70.5% | $64,186-63.4% |
| Participation rate | 42.1% | 65.0%-22.9pp | 73.3%-31.2pp | 69.6%-27.5pp |
| Annual return | -5.09% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $998 | $2,076-52.0% | $2,800-64.4% | $2,381-58.1% |
| Participant deferral / active EE | $1,927 | $2,821-31.7% | $3,704-48.0% | $3,470-44.5% |
| Admin fee / account holder | $10,178 | $3,839+165.1% | $5,113+99.1% | $4,888+108.2% |