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 | $33,747 | $77,813-56.6% | $123,544-72.7% | $64,186-47.4% |
| Participation rate | 31.1% | 74.7%-43.6pp | 82.3%-51.2pp | 69.6%-38.5pp |
| Annual return | -2.81% | 12.48%-15.3pp | 119.20%-122.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $1,342 | $3,014-55.5% | $4,628-71.0% | $2,381-43.6% |
| Participant deferral / active EE | $2,285 | $5,240-56.4% | $6,426-64.4% | $3,470-34.1% |
| Admin fee / account holder | $5,861 | $5,519+6.2% | $9,284-36.9% | $4,888+19.9% |