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 | $59,333 | $95,862-38.1% | $79,550-25.4% | $134,475-55.9% |
| Participation rate | 52.2% | 75.0%-22.9pp | 69.5%-17.3pp | 81.2%-29.0pp |
| Annual return | -20.19% | -2.69%-17.5pp | 0.16%-20.4pp | 417.96%-438.2pp |
| Employer contribution / active EE | $825 | $3,128-73.6% | $2,413-65.8% | $4,740-82.6% |
| Participant deferral / active EE | $2,488 | $4,693-47.0% | $3,985-37.6% | $6,400-61.1% |
| Admin fee / account holder | $34,717 | $9,126+280.4% | $6,832+408.1% | $11,426+203.8% |