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 | $22,268 | $77,813-71.4% | $123,544-82.0% | $64,186-65.3% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-10.9pp |
| Annual return | -2.61% | 12.48%-15.1pp | 119.20%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $2,326 | $3,014-22.8% | $4,628-49.7% | $2,381-2.3% |
| Participant deferral / active EE | $4,111 | $5,240-21.5% | $6,426-36.0% | $3,470+18.5% |
| Admin fee / account holder | $12,248 | $5,519+121.9% | $9,284+31.9% | $4,888+150.6% |