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 | $26,594 | $57,354-53.6% | $83,848-68.3% | $64,186-58.6% |
| Participation rate | 64.3% | 68.6%-4.3pp | 76.1%-11.9pp | 69.6%-5.3pp |
| Annual return | -7.27% | 11.38%-18.6pp | 850.88%-858.1pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,175 | $2,545-53.8% | $3,631-67.6% | $2,381-50.6% |
| Participant deferral / active EE | $2,423 | $2,993-19.0% | $4,082-40.6% | $3,470-30.2% |
| Admin fee / account holder | $4,062 | $4,046+0.4% | $5,478-25.8% | $4,888-16.9% |