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 | $46,176 | $57,354-19.5% | $83,848-44.9% | $64,186-28.1% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -7.65% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,394 | $2,545-45.2% | $3,631-61.6% | $2,381-41.4% |
| Participant deferral / active EE | $2,788 | $2,993-6.9% | $4,082-31.7% | $3,470-19.6% |
| Admin fee / account holder | $1,542 | $4,046-61.9% | $5,478-71.9% | $4,888-68.5% |