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 | $47,267 | $64,707-27.0% | $112,228-57.9% | $68,494-31.0% |
| Participation rate | 60.7% | 67.2%-6.4pp | 75.1%-14.3pp | 67.9%-7.2pp |
| Annual return | -12.64% | -11.40%-1.2pp | 27.45%-40.1pp | -7.84%-4.8pp |
| Employer contribution / active EE | $1,233 | $2,746-55.1% | $3,635-66.1% | $2,596-52.5% |
| Participant deferral / active EE | $2,350 | $3,565-34.1% | $4,728-50.3% | $4,027-41.6% |
| Admin fee / account holder | $22,101 | $5,232+322.4% | $6,410+244.8% | $5,403+309.1% |