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 | $39,050 | $45,863-14.9% | $77,024-49.3% | $68,494-43.0% |
| Participation rate | 46.9% | 55.9%-9.0pp | 67.9%-21.0pp | 67.9%-21.0pp |
| Annual return | -13.42% | 1.72%-15.1pp | 42.32%-55.7pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,306 | $1,650-20.8% | $2,812-53.6% | $2,596-49.7% |
| Participant deferral / active EE | $5,818 | $2,962+96.4% | $4,426+31.4% | $4,027+44.5% |
| Admin fee / account holder | $5,280 | $3,041+73.7% | $5,425-2.7% | $5,403-2.3% |