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 | $63,575 | $72,404-12.2% | $110,238-42.3% | $64,186-1.0% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.6pp |
| Annual return | -2.06% | -6.29%+4.2pp | 314.74%-316.8pp | 7.63%-9.7pp |
| Employer contribution / active EE | $735 | $2,282-67.8% | $3,826-80.8% | $2,381-69.1% |
| Participant deferral / active EE | $1,594 | $3,469-54.0% | $4,672-65.9% | $3,470-54.1% |
| Admin fee / account holder | $15,553 | $5,664+174.6% | $8,547+82.0% | $4,888+218.2% |