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 | $52,547 | $65,435-19.7% | $86,677-39.4% | $66,914-21.5% |
| Participation rate | 48.0% | 75.5%-27.4pp | 76.6%-28.5pp | 69.8%-21.8pp |
| Annual return | -16.22% | -10.89%-5.3pp | 35.91%-52.1pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,032 | $2,153-52.1% | $2,836-63.6% | $2,544-59.4% |
| Participant deferral / active EE | $2,148 | $4,100-47.6% | $4,656-53.9% | $4,237-49.3% |
| Admin fee / account holder | $4,794 | $642+647.2% | $7,493-36.0% | $593+708.0% |