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 | $30,739 | $95,862-67.9% | $79,550-61.4% | $134,475-77.1% |
| Participation rate | 63.6% | 75.0%-11.4pp | 69.5%-5.8pp | 81.2%-17.6pp |
| Annual return | -15.59% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $911 | $3,128-70.9% | $2,413-62.2% | $4,740-80.8% |
| Participant deferral / active EE | $2,766 | $4,693-41.1% | $3,985-30.6% | $6,400-56.8% |
| Admin fee / account holder | $14,067 | $9,126+54.1% | $6,832+105.9% | $11,426+23.1% |