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 | $34,037 | $49,177-30.8% | $79,464-57.2% | $64,186-47.0% |
| Participation rate | 69.6% | 65.0%+4.5pp | 73.3%-3.8pp | 69.6%0pp |
| Annual return | -5.48% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,089 | $2,076+0.6% | $2,800-25.4% | $2,381-12.2% |
| Participant deferral / active EE | $3,008 | $2,821+6.6% | $3,704-18.8% | $3,470-13.3% |
| Admin fee / account holder | $19,776 | $3,839+415.2% | $5,113+286.8% | $4,888+304.6% |