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 | $38,647 | $77,813-50.3% | $123,544-68.7% | $64,186-39.8% |
| Participation rate | 67.6% | 74.7%-7.1pp | 82.3%-14.6pp | 69.6%-1.9pp |
| Annual return | -7.97% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,073 | $3,014-64.4% | $4,628-76.8% | $2,381-54.9% |
| Participant deferral / active EE | $2,589 | $5,240-50.6% | $6,426-59.7% | $3,470-25.4% |
| Admin fee / account holder | $9,228 | $5,519+67.2% | $9,284-0.6% | $4,888+88.8% |