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 | $24,102 | $95,193-74.7% | $76,523-68.5% | $135,375-82.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -4.52% | 4.85%-9.4pp | -0.27%-4.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $643 | $3,302-80.5% | $2,647-75.7% | $4,779-86.5% |
| Participant deferral / active EE | $856 | $4,639-81.6% | $3,835-77.7% | $5,609-84.7% |
| Admin fee / account holder | $13,859 | $6,249+121.8% | $4,848+185.9% | $10,827+28.0% |