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 | $51,465 | $99,032-48.0% | $80,019-35.7% | $135,375-62.0% |
| Participation rate | 59.1% | 78.4%-19.3pp | 75.8%-16.7pp | 82.6%-23.5pp |
| Annual return | -5.86% | 15.39%-21.2pp | 11.22%-17.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,420 | $3,043-53.4% | $2,468-42.5% | $4,779-70.3% |
| Participant deferral / active EE | $2,718 | $4,282-36.5% | $3,686-26.3% | $5,609-51.5% |
| Admin fee / account holder | $35,874 | $10,436+243.8% | $6,521+450.1% | $10,827+231.3% |