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 | $35,367 | $77,813-54.5% | $123,544-71.4% | $64,186-44.9% |
| Participation rate | 31.6% | 74.7%-43.1pp | 82.3%-50.7pp | 69.6%-38.0pp |
| Annual return | -5.36% | 12.48%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,327 | $3,014-56.0% | $4,628-71.3% | $2,381-44.2% |
| Participant deferral / active EE | $2,872 | $5,240-45.2% | $6,426-55.3% | $3,470-17.2% |
| Admin fee / account holder | $2,372 | $5,519-57.0% | $9,284-74.4% | $4,888-51.5% |