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 | $23,298 | $77,813-70.1% | $123,544-81.1% | $64,186-63.7% |
| Participation rate | 38.5% | 74.7%-36.2pp | 82.3%-43.8pp | 69.6%-31.1pp |
| Annual return | -3.28% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,378 | $3,014-54.3% | $4,628-70.2% | $2,381-42.1% |
| Participant deferral / active EE | $4,592 | $5,240-12.4% | $6,426-28.5% | $3,470+32.4% |
| Admin fee / account holder | $4,668 | $5,519-15.4% | $9,284-49.7% | $4,888-4.5% |