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 | $20,095 | $77,813-74.2% | $123,544-83.7% | $64,186-68.7% |
| Participation rate | 51.8% | 74.7%-22.9pp | 82.3%-30.5pp | 69.6%-17.8pp |
| Annual return | -3.35% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,320 | $3,014-56.2% | $4,628-71.5% | $2,381-44.5% |
| Participant deferral / active EE | $2,835 | $5,240-45.9% | $6,426-55.9% | $3,470-18.3% |
| Admin fee / account holder | $709 | $5,519-87.1% | $9,284-92.4% | $4,888-85.5% |