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 | $23,221 | $92,222-74.8% | $76,768-69.8% | $135,375-82.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -3.04% | 5.46%-8.5pp | 2.43%-5.5pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,853 | $3,216-42.4% | $2,485-25.4% | $4,779-61.2% |
| Participant deferral / active EE | $2,863 | $4,509-36.5% | $3,852-25.7% | $5,609-49.0% |
| Admin fee / account holder | $10,879 | $10,748+1.2% | $6,675+63.0% | $10,827+0.5% |