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 | $31,231 | $45,602-31.5% | $117,472-73.4% | $66,914-53.3% |
| Participation rate | 34.0% | 57.6%-23.6pp | 70.6%-36.6pp | 69.8%-35.8pp |
| Annual return | -18.01% | -16.74%-1.3pp | 29.74%-47.7pp | 1.58%-19.6pp |
| Employer contribution / active EE | $808 | $1,579-48.8% | $4,176-80.7% | $2,544-68.3% |
| Participant deferral / active EE | $1,484 | $2,845-47.8% | $4,070-63.5% | $4,237-65.0% |
| Admin fee / account holder | $4,706 | $661+612.4% | $5,645-16.6% | $593+693.3% |