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 | $25,304 | $92,222-72.6% | $76,768-67.0% | $135,375-81.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -4.87% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,393 | $3,216-56.7% | $2,485-44.0% | $4,779-70.9% |
| Participant deferral / active EE | $1,415 | $4,509-68.6% | $3,852-63.3% | $5,609-74.8% |
| Admin fee / account holder | $13,628 | $10,748+26.8% | $6,675+104.2% | $10,827+25.9% |