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 | $22,661 | $46,674-51.4% | $117,472-80.7% | $68,494-66.9% |
| Participation rate | 42.9% | 56.8%-13.9pp | 70.6%-27.7pp | 67.9%-25.0pp |
| Annual return | -15.57% | -14.52%-1.1pp | 29.74%-45.3pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,026 | $1,505-31.8% | $4,176-75.4% | $2,596-60.5% |
| Participant deferral / active EE | $1,681 | $2,636-36.2% | $4,070-58.7% | $4,027-58.2% |
| Admin fee / account holder | $24,435 | $4,020+507.9% | $5,645+332.9% | $5,403+352.3% |