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 | $18,694 | $45,863-59.2% | $77,024-75.7% | $68,494-72.7% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -19.45% | 1.72%-21.2pp | 42.32%-61.8pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,065 | $1,650-35.4% | $2,812-62.1% | $2,596-59.0% |
| Participant deferral / active EE | $1,845 | $2,962-37.7% | $4,426-58.3% | $4,027-54.2% |
| Admin fee / account holder | $9,167 | $3,041+201.5% | $5,425+69.0% | $5,403+69.7% |