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 | $48,504 | $107,791-55.0% | $90,645-46.5% | $135,375-64.2% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -3.61% | -0.90%-2.7pp | 1.88%-5.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,490 | $3,018-50.6% | $2,532-41.2% | $4,779-68.8% |
| Participant deferral / active EE | $5,266 | $3,872+36.0% | $3,425+53.8% | $5,609-6.1% |
| Admin fee / account holder | $28,041 | $5,930+372.9% | $4,994+461.5% | $10,827+159.0% |