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 | $30,890 | $95,193-67.6% | $76,523-59.6% | $135,375-77.2% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -4.79% | 4.85%-9.6pp | -0.27%-4.5pp | 519.73%-524.5pp |
| Employer contribution / active EE | $877 | $3,302-73.4% | $2,647-66.9% | $4,779-81.6% |
| Participant deferral / active EE | $1,404 | $4,639-69.7% | $3,835-63.4% | $5,609-75.0% |
| Admin fee / account holder | $54,163 | $6,249+766.8% | $4,848+1017.2% | $10,827+400.3% |