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 | $46,927 | $103,949-54.9% | $69,182-32.2% | $273,961-82.9% |
| Participation rate | 30.0% | 67.4%-37.4pp | 55.1%-25.1pp | 83.0%-53.0pp |
| Annual return | 2.27% | 35.28%-33.0pp | -21.93%+24.2pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,018 | $1,783-42.9% | $1,206-15.6% | $4,869-79.1% |
| Participant deferral / active EE | $1,256 | $2,716-53.7% | $1,897-33.8% | $5,287-76.2% |
| Admin fee / account holder | $25,437 | $3,671+593.0% | $2,697+843.3% | $10,132+151.1% |