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 | $31,004 | $54,350-43.0% | $82,719-62.5% | $68,494-54.7% |
| Participation rate | 52.0% | 63.9%-11.9pp | 72.6%-20.6pp | 67.9%-15.9pp |
| Annual return | -5.83% | -13.67%+7.8pp | 701.18%-707.0pp | -7.84%+2.0pp |
| Employer contribution / active EE | $603 | $2,218-72.8% | $3,009-80.0% | $2,596-76.8% |
| Participant deferral / active EE | $2,585 | $3,246-20.4% | $4,395-41.2% | $4,027-35.8% |
| Admin fee / account holder | $50,803 | $4,395+1055.8% | $5,329+853.4% | $5,403+840.3% |