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 | $40,465 | $53,162-23.9% | $91,220-55.6% | $68,494-40.9% |
| Participation rate | 38.9% | 63.2%-24.3pp | 73.2%-34.3pp | 67.9%-29.0pp |
| Annual return | -15.60% | -3.14%-12.5pp | 114.01%-129.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,023 | $1,709-40.1% | $2,850-64.1% | $2,596-60.6% |
| Participant deferral / active EE | $3,180 | $2,974+6.9% | $4,234-24.9% | $4,027-21.0% |
| Admin fee / account holder | $2,337 | $4,493-48.0% | $5,420-56.9% | $5,403-56.7% |