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 | $61,545 | $87,540-29.7% | $75,781-18.8% | $125,391-50.9% |
| Participation rate | 53.8% | 80.2%-26.3pp | 75.8%-22.0pp | 83.2%-29.3pp |
| Annual return | 0.97% | 13.48%-12.5pp | 9.68%-8.7pp | 282.22%-281.3pp |
| Employer contribution / active EE | $1,407 | $3,930-64.2% | $3,323-57.7% | $4,866-71.1% |
| Participant deferral / active EE | $2,512 | $4,229-40.6% | $3,651-31.2% | $5,352-53.1% |
| Admin fee / account holder | $18,025 | $6,502+177.2% | $5,299+240.1% | $9,540+88.9% |