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 | $47,180 | $55,449-14.9% | $83,848-43.7% | $56,287-16.2% |
| Participation rate | 66.7% | 68.0%-1.3pp | 76.1%-9.5pp | 69.9%-3.2pp |
| Annual return | -6.82% | -1.38%-5.4pp | 850.88%-857.7pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,392 | $2,430-42.7% | $3,631-61.7% | $2,111-34.1% |
| Participant deferral / active EE | $2,012 | $2,935-31.5% | $4,082-50.7% | $3,350-39.9% |
| Admin fee / account holder | $1,879 | $656+186.5% | $5,478-65.7% | $521+260.8% |