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 | $36,728 | $59,107-37.9% | $86,436-57.5% | $68,494-46.4% |
| Participation rate | 45.3% | 75.2%-30.0pp | 80.3%-35.0pp | 67.9%-22.6pp |
| Annual return | -13.20% | -0.23%-13.0pp | 4394.89%-4408.1pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,560 | $2,519+1.6% | $3,769-32.1% | $2,596-1.4% |
| Participant deferral / active EE | $5,225 | $5,901-11.5% | $6,952-24.8% | $4,027+29.7% |
| Admin fee / account holder | $15,239 | $5,637+170.3% | $6,731+126.4% | $5,403+182.1% |