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 5-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 | $31,225 | $64,707-51.7% | $112,228-72.2% | $68,494-54.4% |
| Participation rate | 33.3% | 67.2%-33.8pp | 75.1%-41.7pp | 67.9%-34.6pp |
| Annual return | -15.18% | -11.40%-3.8pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,012 | $2,746-63.1% | $3,635-72.2% | $2,596-61.0% |
| Participant deferral / active EE | $1,907 | $3,565-46.5% | $4,728-59.7% | $4,027-52.6% |
| Admin fee / account holder | $645 | $5,232-87.7% | $6,410-89.9% | $5,403-88.1% |