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 | $24,556 | $95,193-74.2% | $76,523-67.9% | $135,375-81.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -0.84% | 4.85%-5.7pp | -0.27%-0.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,270 | $3,302-61.5% | $2,647-52.0% | $4,779-73.4% |
| Participant deferral / active EE | $5,113 | $4,639+10.2% | $3,835+33.3% | $5,609-8.8% |
| Admin fee / account holder | $78,769 | $6,249+1160.6% | $4,848+1524.7% | $10,827+627.5% |