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 | $22,339 | $92,222-75.8% | $76,768-70.9% | $135,375-83.5% |
| Participation rate | 25.0% | 79.8%-54.8pp | 77.0%-52.0pp | 82.6%-57.6pp |
| Annual return | -3.26% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,304 | $3,216+2.7% | $2,485+33.0% | $4,779-30.9% |
| Participant deferral / active EE | $6,650 | $4,509+47.5% | $3,852+72.7% | $5,609+18.6% |
| Admin fee / account holder | $1,549 | $10,748-85.6% | $6,675-76.8% | $10,827-85.7% |