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 | $51,540 | $65,061-20.8% | $143,757-64.1% | $66,914-23.0% |
| Participation rate | 58.3% | 65.2%-6.8pp | 80.3%-22.0pp | 69.8%-11.5pp |
| Annual return | -14.78% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,396 | $2,361-40.8% | $4,951-71.8% | $2,544-45.1% |
| Participant deferral / active EE | $3,014 | $2,919+3.3% | $5,637-46.5% | $4,237-28.9% |
| Admin fee / account holder | $849 | $502+69.2% | $14,673-94.2% | $593+43.1% |