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 | $35,625 | $59,107-39.7% | $86,436-58.8% | $68,494-48.0% |
| Participation rate | 34.5% | 75.2%-40.8pp | 80.3%-45.8pp | 67.9%-33.4pp |
| Annual return | -12.53% | -0.23%-12.3pp | 4394.89%-4407.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,634 | $5,901-38.4% | $6,952-47.7% | $4,027-9.8% |
| Admin fee / account holder | $8,707 | $5,637+54.5% | $6,731+29.4% | $5,403+61.2% |