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 5-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 | $53,038 | $55,449-4.3% | $83,848-36.7% | $56,287-5.8% |
| Participation rate | 45.9% | 68.0%-22.1pp | 76.1%-30.3pp | 69.9%-24.0pp |
| Annual return | -4.14% | -1.38%-2.8pp | 850.88%-855.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $601 | $2,430-75.3% | $3,631-83.4% | $2,111-71.5% |
| Participant deferral / active EE | $2,951 | $2,935+0.5% | $4,082-27.7% | $3,350-11.9% |
| Admin fee / account holder | $26,179 | $656+3890.8% | $5,478+377.9% | $521+4925.4% |