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 | $23,025 | $53,162-56.7% | $91,220-74.8% | $68,494-66.4% |
| Participation rate | 33.3% | 63.2%-29.9pp | 73.2%-39.9pp | 67.9%-34.6pp |
| Annual return | -11.53% | -3.14%-8.4pp | 114.01%-125.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $368 | $1,709-78.4% | $2,850-87.1% | $2,596-85.8% |
| Participant deferral / active EE | $1,301 | $2,974-56.2% | $4,234-69.3% | $4,027-67.7% |
| Admin fee / account holder | $13,193 | $4,493+193.6% | $5,420+143.4% | $5,403+144.2% |