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 | $46,945 | $72,404-35.2% | $110,238-57.4% | $64,186-26.9% |
| Participation rate | 65.7% | 73.3%-7.6pp | 79.8%-14.1pp | 69.6%-3.9pp |
| Annual return | 0.81% | -6.29%+7.1pp | 314.74%-313.9pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,023 | $2,282-55.2% | $3,826-73.3% | $2,381-57.0% |
| Participant deferral / active EE | $1,954 | $3,469-43.7% | $4,672-58.2% | $3,470-43.7% |
| Admin fee / account holder | $8,759 | $5,664+54.6% | $8,547+2.5% | $4,888+79.2% |