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 | $28,081 | $50,958-44.9% | $74,550-62.3% | $64,186-56.3% |
| Participation rate | 56.9% | 61.1%-4.1pp | 69.1%-12.2pp | 69.6%-12.6pp |
| Annual return | -7.54% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,139 | $1,115+2.1% | $1,961-41.9% | $2,381-52.2% |
| Participant deferral / active EE | $1,800 | $2,301-21.8% | $3,108-42.1% | $3,470-48.1% |
| Admin fee / account holder | $1,491 | $4,223-64.7% | $5,060-70.5% | $4,888-69.5% |