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 | $28,340 | $95,862-70.4% | $79,550-64.4% | $134,475-78.9% |
| Participation rate | 46.7% | 75.0%-28.4pp | 69.5%-22.8pp | 81.2%-34.6pp |
| Annual return | -17.45% | -2.69%-14.8pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $4,714 | $3,128+50.7% | $2,413+95.4% | $4,740-0.5% |
| Participant deferral / active EE | $4,823 | $4,693+2.8% | $3,985+21.0% | $6,400-24.6% |
| Admin fee / account holder | $51,665 | $9,126+466.1% | $6,832+656.2% | $11,426+352.2% |