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 | $32,587 | $50,958-36.1% | $74,550-56.3% | $64,186-49.2% |
| Participation rate | 49.5% | 61.1%-11.6pp | 69.1%-19.7pp | 69.6%-20.1pp |
| Annual return | -4.44% | -1.86%-2.6pp | 32.53%-37.0pp | 7.63%-12.1pp |
| Employer contribution / active EE | $668 | $1,115-40.1% | $1,961-65.9% | $2,381-71.9% |
| Participant deferral / active EE | $1,111 | $2,301-51.7% | $3,108-64.3% | $3,470-68.0% |
| Admin fee / account holder | $9,704 | $4,223+129.8% | $5,060+91.8% | $4,888+98.5% |