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 | $42,446 | $50,958-16.7% | $74,550-43.1% | $64,186-33.9% |
| Participation rate | 40.5% | 61.1%-20.6pp | 69.1%-28.7pp | 69.6%-29.1pp |
| Annual return | -4.57% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $227 | $1,115-79.6% | $1,961-88.4% | $2,381-90.5% |
| Participant deferral / active EE | $1,109 | $2,301-51.8% | $3,108-64.3% | $3,470-68.0% |
| Admin fee / account holder | $17,535 | $4,223+315.2% | $5,060+246.6% | $4,888+258.7% |