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 | $34,254 | $59,107-42.0% | $86,436-60.4% | $68,494-50.0% |
| Participation rate | 68.4% | 75.2%-6.8pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | -18.65% | -0.23%-18.4pp | 4394.89%-4413.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,769 | $2,519-29.8% | $3,769-53.1% | $2,596-31.9% |
| Participant deferral / active EE | $3,526 | $5,901-40.3% | $6,952-49.3% | $4,027-12.5% |
| Admin fee / account holder | $470 | $5,637-91.7% | $6,731-93.0% | $5,403-91.3% |