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 | $35,041 | $77,813-55.0% | $123,544-71.6% | $64,186-45.4% |
| Participation rate | 64.7% | 74.7%-10.0pp | 82.3%-17.6pp | 69.6%-4.9pp |
| Annual return | -5.41% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,506 | $3,014-50.0% | $4,628-67.5% | $2,381-36.8% |
| Participant deferral / active EE | $5,492 | $5,240+4.8% | $6,426-14.5% | $3,470+58.3% |
| Admin fee / account holder | $17,705 | $5,519+220.8% | $9,284+90.7% | $4,888+262.2% |