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 7-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 | $13,468 | $75,935-82.3% | $60,547-77.8% | $125,391-89.3% |
| Participation rate | 33.3% | 76.5%-43.2pp | 68.0%-34.6pp | 83.2%-49.9pp |
| Annual return | -0.41% | -5.38%+5.0pp | 335.64%-336.1pp | 282.22%-282.6pp |
| Employer contribution / active EE | $1,014 | $3,438-70.5% | $2,419-58.1% | $4,866-79.2% |
| Participant deferral / active EE | $2,272 | $4,506-49.6% | $3,328-31.7% | $5,352-57.6% |
| Admin fee / account holder | $19,310 | $6,768+185.3% | $4,536+325.7% | $9,540+102.4% |