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 | $31,866 | $54,380-41.4% | $68,509-53.5% | $59,632-46.6% |
| Participation rate | 56.0% | 70.2%-14.2pp | 74.7%-18.7pp | 68.7%-12.7pp |
| Annual return | -0.46% | 2.83%-3.3pp | 8.27%-8.7pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,425 | $1,539-7.4% | $2,278-37.4% | $2,203-35.3% |
| Participant deferral / active EE | $2,062 | $2,643-22.0% | $3,382-39.0% | $3,192-35.4% |
| Admin fee / account holder | $8,434 | $3,885+117.1% | $5,275+59.9% | $4,297+96.3% |