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 | $37,632 | $95,862-60.7% | $79,550-52.7% | $134,475-72.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -19.71% | -2.69%-17.0pp | 0.16%-19.9pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,854 | $3,128-40.7% | $2,413-23.2% | $4,740-60.9% |
| Participant deferral / active EE | $4,301 | $4,693-8.3% | $3,985+7.9% | $6,400-32.8% |
| Admin fee / account holder | $27,576 | $9,126+202.2% | $6,832+303.6% | $11,426+141.3% |