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 | $17,609 | $95,193-81.5% | $76,523-77.0% | $135,375-87.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.02% | 4.85%-9.9pp | -0.27%-4.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,384 | $3,302+2.5% | $2,647+27.8% | $4,779-29.2% |
| Participant deferral / active EE | $3,501 | $4,639-24.5% | $3,835-8.7% | $5,609-37.6% |
| Admin fee / account holder | $6,432 | $6,249+2.9% | $4,848+32.7% | $10,827-40.6% |