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 | $36,955 | $72,404-49.0% | $110,238-66.5% | $64,186-42.4% |
| Participation rate | 60.8% | 73.3%-12.5pp | 79.8%-19.0pp | 69.6%-8.8pp |
| Annual return | -0.23% | -6.29%+6.1pp | 314.74%-315.0pp | 7.63%-7.9pp |
| Employer contribution / active EE | $2,275 | $2,282-0.3% | $3,826-40.5% | $2,381-4.4% |
| Participant deferral / active EE | $4,247 | $3,469+22.4% | $4,672-9.1% | $3,470+22.4% |
| Admin fee / account holder | $36,670 | $5,664+547.4% | $8,547+329.0% | $4,888+650.2% |