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 | $37,788 | $77,813-51.4% | $123,544-69.4% | $64,186-41.1% |
| Participation rate | 45.7% | 74.7%-29.1pp | 82.3%-36.6pp | 69.6%-23.9pp |
| Annual return | -5.89% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,347 | $3,014-55.3% | $4,628-70.9% | $2,381-43.4% |
| Participant deferral / active EE | $3,950 | $5,240-24.6% | $6,426-38.5% | $3,470+13.9% |
| Admin fee / account holder | $8,238 | $5,519+49.3% | $9,284-11.3% | $4,888+68.5% |