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 | $37,596 | $84,527-55.5% | $67,711-44.5% | $125,391-70.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -2.35% | 2.57%-4.9pp | 25.41%-27.8pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,126 | $3,292-65.8% | $2,559-56.0% | $4,866-76.9% |
| Participant deferral / active EE | $2,813 | $4,429-36.5% | $3,585-21.5% | $5,352-47.4% |
| Admin fee / account holder | $12,359 | $5,340+131.5% | $4,255+190.5% | $9,540+29.5% |