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 | $31,878 | $79,633-60.0% | $93,789-66.0% | $68,494-53.5% |
| Participation rate | 66.7% | 75.4%-8.7pp | 81.0%-14.3pp | 67.9%-1.2pp |
| Annual return | -16.07% | -0.10%-16.0pp | -11.33%-4.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,623 | $3,665-55.7% | $4,323-62.5% | $2,596-37.5% |
| Participant deferral / active EE | $1,823 | $5,158-64.7% | $6,094-70.1% | $4,027-54.7% |
| Admin fee / account holder | $14,751 | $6,871+114.7% | $7,195+105.0% | $5,403+173.0% |