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 | $22,452 | $57,354-60.9% | $83,848-73.2% | $64,186-65.0% |
| Participation rate | 39.6% | 68.6%-29.0pp | 76.1%-36.5pp | 69.6%-29.9pp |
| Annual return | -8.52% | 11.38%-19.9pp | 850.88%-859.4pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,578 | $2,545-38.0% | $3,631-56.5% | $2,381-33.7% |
| Participant deferral / active EE | $2,289 | $2,993-23.5% | $4,082-43.9% | $3,470-34.0% |
| Admin fee / account holder | $4,600 | $4,046+13.7% | $5,478-16.0% | $4,888-5.9% |