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 | $24,474 | $33,067-26.0% | $76,523-68.0% | $56,287-56.5% |
| Participation rate | 44.1% | 55.4%-11.3pp | 68.0%-23.9pp | 69.9%-25.7pp |
| Annual return | -1.16% | 2.72%-3.9pp | -0.27%-0.9pp | -9.96%+8.8pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,822 | $2,240+26.0% | $3,835-26.4% | $3,350-15.8% |
| Admin fee / account holder | $1,936 | $537+260.6% | $4,848-60.1% | $521+271.7% |