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 | $24,711 | $57,354-56.9% | $83,848-70.5% | $64,186-61.5% |
| Participation rate | 61.8% | 68.6%-6.8pp | 76.1%-14.4pp | 69.6%-7.8pp |
| Annual return | -6.53% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,609 | $2,545-36.8% | $3,631-55.7% | $2,381-32.4% |
| Participant deferral / active EE | $2,778 | $2,993-7.2% | $4,082-31.9% | $3,470-19.9% |
| Admin fee / account holder | $5,056 | $4,046+25.0% | $5,478-7.7% | $4,888+3.4% |