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 | $57,461 | $64,707-11.2% | $112,228-48.8% | $68,494-16.1% |
| Participation rate | 53.5% | 67.2%-13.7pp | 75.1%-21.6pp | 67.9%-14.4pp |
| Annual return | -13.42% | -11.40%-2.0pp | 27.45%-40.9pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,389 | $2,746-49.4% | $3,635-61.8% | $2,596-46.5% |
| Participant deferral / active EE | $2,389 | $3,565-33.0% | $4,728-49.5% | $4,027-40.7% |
| Admin fee / account holder | $22,022 | $5,232+320.9% | $6,410+243.6% | $5,403+307.6% |