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 | $27,120 | $50,958-46.8% | $74,550-63.6% | $64,186-57.7% |
| Participation rate | 48.6% | 61.1%-12.5pp | 69.1%-20.6pp | 69.6%-21.0pp |
| Annual return | -7.14% | -1.86%-5.3pp | 32.53%-39.7pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,389 | $1,115+24.5% | $1,961-29.2% | $2,381-41.7% |
| Participant deferral / active EE | $2,784 | $2,301+21.0% | $3,108-10.4% | $3,470-19.8% |
| Admin fee / account holder | $1,821 | $4,223-56.9% | $5,060-64.0% | $4,888-62.7% |