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 | $35,094 | $57,354-38.8% | $83,848-58.1% | $64,186-45.3% |
| Participation rate | 53.3% | 68.6%-15.3pp | 76.1%-22.8pp | 69.6%-16.2pp |
| Annual return | -7.65% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $914 | $2,545-64.1% | $3,631-74.8% | $2,381-61.6% |
| Participant deferral / active EE | $2,009 | $2,993-32.9% | $4,082-50.8% | $3,470-42.1% |
| Admin fee / account holder | $11,754 | $4,046+190.5% | $5,478+114.6% | $4,888+140.5% |