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 | $30,981 | $57,354-46.0% | $83,848-63.1% | $64,186-51.7% |
| Participation rate | 57.6% | 68.6%-11.0pp | 76.1%-18.5pp | 69.6%-11.9pp |
| Annual return | -7.24% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $584 | $2,545-77.0% | $3,631-83.9% | $2,381-75.5% |
| Participant deferral / active EE | $1,383 | $2,993-53.8% | $4,082-66.1% | $3,470-60.1% |
| Admin fee / account holder | $8,418 | $4,046+108.1% | $5,478+53.7% | $4,888+72.2% |