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 | $10,370 | $53,162-80.5% | $91,220-88.6% | $68,494-84.9% |
| Participation rate | 34.9% | 63.2%-28.3pp | 73.2%-38.3pp | 67.9%-33.0pp |
| Annual return | -6.73% | -3.14%-3.6pp | 114.01%-120.7pp | -7.84%+1.1pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,141 | $2,974-61.6% | $4,234-73.0% | $4,027-71.7% |
| Admin fee / account holder | $8,618 | $4,493+91.8% | $5,420+59.0% | $5,403+59.5% |