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 | $50,963 | $95,862-46.8% | $79,550-35.9% | $134,475-62.1% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | -13.77% | -2.69%-11.1pp | 0.16%-13.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,041 | $3,128-66.7% | $2,413-56.8% | $4,740-78.0% |
| Participant deferral / active EE | $1,392 | $4,693-70.3% | $3,985-65.1% | $6,400-78.3% |
| Admin fee / account holder | $28,172 | $9,126+208.7% | $6,832+312.3% | $11,426+146.6% |