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 | $15,504 | $56,484-72.6% | $169,463-90.9% | $64,186-75.8% |
| Participation rate | 36.0% | 64.5%-28.5pp | 77.8%-41.8pp | 69.6%-33.6pp |
| Annual return | -7.96% | -1.55%-6.4pp | 1.83%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $679 | $1,832-62.9% | $4,159-83.7% | $2,381-71.5% |
| Participant deferral / active EE | $1,701 | $3,448-50.7% | $5,277-67.8% | $3,470-51.0% |
| Admin fee / account holder | $9,924 | $4,174+137.8% | $9,109+8.9% | $4,888+103.0% |