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 | $41,713 | $69,518-40.0% | $59,878-30.3% | $135,375-69.2% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.7%-28.5pp | 82.6%-36.5pp |
| Annual return | -5.29% | 7.94%-13.2pp | 3.46%-8.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,532 | $3,235-52.6% | $2,722-43.7% | $4,779-67.9% |
| Participant deferral / active EE | $3,334 | $4,206-20.7% | $3,402-2.0% | $5,609-40.5% |
| Admin fee / account holder | $8,214 | $5,734+43.2% | $3,590+128.8% | $10,827-24.1% |