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 | $42,344 | $95,193-55.5% | $76,523-44.7% | $135,375-68.7% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -5.91% | 4.85%-10.8pp | -0.27%-5.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,982 | $3,302-40.0% | $2,647-25.1% | $4,779-58.5% |
| Participant deferral / active EE | $3,206 | $4,639-30.9% | $3,835-16.4% | $5,609-42.8% |
| Admin fee / account holder | $14,571 | $6,249+133.2% | $4,848+200.5% | $10,827+34.6% |