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 | $62,956 | $107,791-41.6% | $90,645-30.5% | $135,375-53.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -7.40% | -0.90%-6.5pp | 1.88%-9.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $384 | $3,018-87.3% | $2,532-84.9% | $4,779-92.0% |
| Participant deferral / active EE | $585 | $3,872-84.9% | $3,425-82.9% | $5,609-89.6% |
| Admin fee / account holder | $11,733 | $5,930+97.9% | $4,994+134.9% | $10,827+8.4% |