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 | $67,623 | $77,813-13.1% | $123,544-45.3% | $64,186+5.4% |
| Participation rate | 48.3% | 74.7%-26.4pp | 82.3%-34.0pp | 69.6%-21.3pp |
| Annual return | -6.55% | 12.48%-19.0pp | 119.20%-125.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,919 | $5,240-44.3% | $6,426-54.6% | $3,470-15.9% |
| Admin fee / account holder | $361 | $5,519-93.5% | $9,284-96.1% | $4,888-92.6% |