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 | $32,172 | $46,674-31.1% | $117,472-72.6% | $68,494-53.0% |
| Participation rate | 39.4% | 56.8%-17.4pp | 70.6%-31.2pp | 67.9%-28.5pp |
| Annual return | -6.14% | -14.52%+8.4pp | 29.74%-35.9pp | -7.84%+1.7pp |
| Employer contribution / active EE | $1,267 | $1,505-15.8% | $4,176-69.7% | $2,596-51.2% |
| Participant deferral / active EE | $2,334 | $2,636-11.5% | $4,070-42.7% | $4,027-42.0% |
| Admin fee / account holder | $42,920 | $4,020+967.7% | $5,645+660.4% | $5,403+694.4% |