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 | $24,662 | $57,354-57.0% | $83,848-70.6% | $64,186-61.6% |
| Participation rate | 60.0% | 68.6%-8.6pp | 76.1%-16.1pp | 69.6%-9.6pp |
| Annual return | -2.67% | 11.38%-14.0pp | 850.88%-853.5pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,373 | $2,545-46.1% | $3,631-62.2% | $2,381-42.3% |
| Participant deferral / active EE | $3,032 | $2,993+1.3% | $4,082-25.7% | $3,470-12.6% |
| Admin fee / account holder | $2,227 | $4,046-44.9% | $5,478-59.3% | $4,888-54.4% |