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 | $33,874 | $77,813-56.5% | $123,544-72.6% | $64,186-47.2% |
| Participation rate | 68.3% | 74.7%-6.5pp | 82.3%-14.0pp | 69.6%-1.3pp |
| Annual return | -5.99% | 12.48%-18.5pp | 119.20%-125.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,361 | $3,014-54.9% | $4,628-70.6% | $2,381-42.8% |
| Participant deferral / active EE | $3,805 | $5,240-27.4% | $6,426-40.8% | $3,470+9.7% |
| Admin fee / account holder | $19,512 | $5,519+253.6% | $9,284+110.2% | $4,888+299.2% |