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 | $31,266 | $158,817-80.3% | $121,196-74.2% | $135,375-76.9% |
| Participation rate | 55.0% | 79.3%-24.3pp | 71.7%-16.7pp | 82.6%-27.6pp |
| Annual return | -6.63% | -0.64%-6.0pp | 16.93%-23.6pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,198 | $5,665-78.9% | $4,022-70.2% | $4,779-74.9% |
| Participant deferral / active EE | $4,460 | $4,005+11.4% | $3,344+33.3% | $5,609-20.5% |
| Admin fee / account holder | $9,894 | $6,512+51.9% | $5,019+97.1% | $10,827-8.6% |