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 | $25,333 | $49,177-48.5% | $79,464-68.1% | $64,186-60.5% |
| Participation rate | 38.1% | 65.0%-26.9pp | 73.3%-35.3pp | 69.6%-31.5pp |
| Annual return | -7.86% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,339 | $2,076-35.5% | $2,800-52.2% | $2,381-43.8% |
| Participant deferral / active EE | $2,487 | $2,821-11.9% | $3,704-32.9% | $3,470-28.3% |
| Admin fee / account holder | $5,886 | $3,839+53.3% | $5,113+15.1% | $4,888+20.4% |