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 | $56,833 | $84,527-32.8% | $67,711-16.1% | $125,391-54.7% |
| Participation rate | 52.4% | 74.8%-22.4pp | 67.5%-15.1pp | 83.2%-30.8pp |
| Annual return | -2.85% | 2.57%-5.4pp | 25.41%-28.3pp | 282.22%-285.1pp |
| Employer contribution / active EE | $2,545 | $3,292-22.7% | $2,559-0.5% | $4,866-47.7% |
| Participant deferral / active EE | $3,202 | $4,429-27.7% | $3,585-10.7% | $5,352-40.2% |
| Admin fee / account holder | $19,805 | $5,340+270.9% | $4,255+365.5% | $9,540+107.6% |