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 | $34,089 | $49,177-30.7% | $79,464-57.1% | $64,186-46.9% |
| Participation rate | 51.7% | 65.0%-13.3pp | 73.3%-21.6pp | 69.6%-17.8pp |
| Annual return | -7.54% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,461 | $2,076-29.6% | $2,800-47.8% | $2,381-38.6% |
| Participant deferral / active EE | $2,909 | $2,821+3.1% | $3,704-21.5% | $3,470-16.2% |
| Admin fee / account holder | $1,710 | $3,839-55.5% | $5,113-66.6% | $4,888-65.0% |