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 | $46,622 | $79,633-41.5% | $93,789-50.3% | $68,494-31.9% |
| Participation rate | 38.9% | 75.4%-36.5pp | 81.0%-42.1pp | 67.9%-29.0pp |
| Annual return | -17.69% | -0.10%-17.6pp | -11.33%-6.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,512 | $3,665-58.8% | $4,323-65.0% | $2,596-41.8% |
| Participant deferral / active EE | $4,736 | $5,158-8.2% | $6,094-22.3% | $4,027+17.6% |
| Admin fee / account holder | $6,350 | $6,871-7.6% | $7,195-11.7% | $5,403+17.5% |