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 | $34,845 | $59,107-41.0% | $86,436-59.7% | $68,494-49.1% |
| Participation rate | 64.7% | 75.2%-10.5pp | 80.3%-15.6pp | 67.9%-3.2pp |
| Annual return | -18.00% | -0.23%-17.8pp | 4394.89%-4412.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $618 | $2,519-75.5% | $3,769-83.6% | $2,596-76.2% |
| Participant deferral / active EE | $3,294 | $5,901-44.2% | $6,952-52.6% | $4,027-18.2% |
| Admin fee / account holder | $9,257 | $5,637+64.2% | $6,731+37.5% | $5,403+71.3% |