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 | $50,110 | $54,229-7.6% | $70,092-28.5% | $68,494-26.8% |
| Participation rate | 12.7% | 64.5%-51.8pp | 70.5%-57.8pp | 67.9%-55.2pp |
| Annual return | -15.18% | -13.87%-1.3pp | 190.73%-205.9pp | -7.84%-7.3pp |
| Employer contribution / active EE | $631 | $2,018-68.7% | $2,559-75.3% | $2,596-75.7% |
| Participant deferral / active EE | $1,117 | $2,956-62.2% | $3,849-71.0% | $4,027-72.3% |
| Admin fee / account holder | $14,105 | $4,694+200.5% | $6,267+125.1% | $5,403+161.1% |