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 | $30,586 | $56,484-45.8% | $169,463-82.0% | $64,186-52.3% |
| Participation rate | 47.6% | 64.5%-16.9pp | 77.8%-30.2pp | 69.6%-21.9pp |
| Annual return | -6.91% | -1.55%-5.4pp | 1.83%-8.7pp | 7.63%-14.5pp |
| Employer contribution / active EE | $461 | $1,832-74.8% | $4,159-88.9% | $2,381-80.6% |
| Participant deferral / active EE | $1,952 | $3,448-43.4% | $5,277-63.0% | $3,470-43.7% |
| Admin fee / account holder | $14,217 | $4,174+240.6% | $9,109+56.1% | $4,888+190.9% |