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 | $42,617 | $57,354-25.7% | $83,848-49.2% | $64,186-33.6% |
| Participation rate | 56.1% | 68.6%-12.5pp | 76.1%-20.0pp | 69.6%-13.5pp |
| Annual return | -7.01% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,469 | $2,545-42.3% | $3,631-59.5% | $2,381-38.3% |
| Participant deferral / active EE | $1,921 | $2,993-35.8% | $4,082-52.9% | $3,470-44.6% |
| Admin fee / account holder | $1,855 | $4,046-54.1% | $5,478-66.1% | $4,888-62.0% |