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 | $44,538 | $75,935-41.3% | $60,547-26.4% | $125,391-64.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 68.0%-8.0pp | 83.2%-23.2pp |
| Annual return | -0.61% | -5.38%+4.8pp | 335.64%-336.3pp | 282.22%-282.8pp |
| Employer contribution / active EE | $664 | $3,438-80.7% | $2,419-72.6% | $4,866-86.4% |
| Participant deferral / active EE | $1,930 | $4,506-57.2% | $3,328-42.0% | $5,352-63.9% |
| Admin fee / account holder | $24,534 | $6,768+262.5% | $4,536+440.8% | $9,540+157.2% |