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 | $51,263 | $85,790-40.2% | $67,313-23.8% | $135,375-62.1% |
| Participation rate | 21.1% | 76.5%-55.4pp | 69.1%-48.0pp | 82.6%-61.6pp |
| Annual return | -4.53% | -0.54%-4.0pp | -4.08%-0.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $618 | $3,487-82.3% | $2,566-75.9% | $4,779-87.1% |
| Participant deferral / active EE | $1,978 | $4,651-57.5% | $3,568-44.6% | $5,609-64.7% |
| Admin fee / account holder | $47,267 | $6,392+639.4% | $4,507+948.8% | $10,827+336.6% |