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 | $48,065 | $94,529-49.2% | $140,016-65.7% | $64,186-25.1% |
| Participation rate | 69.2% | 84.1%-14.9pp | 87.5%-18.3pp | 69.6%-0.3pp |
| Annual return | -4.61% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,138 | $5,250-2.1% | $6,927-25.8% | $3,470+48.1% |
| Admin fee / account holder | $518 | $6,741-92.3% | $10,705-95.2% | $4,888-89.4% |