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 | $23,642 | $158,817-85.1% | $121,196-80.5% | $135,375-82.5% |
| Participation rate | 60.0% | 79.3%-19.3pp | 71.7%-11.7pp | 82.6%-22.6pp |
| Annual return | -1.62% | -0.64%-1.0pp | 16.93%-18.5pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,493 | $5,665-73.6% | $4,022-62.9% | $4,779-68.8% |
| Participant deferral / active EE | $2,062 | $4,005-48.5% | $3,344-38.3% | $5,609-63.2% |
| Admin fee / account holder | $29,835 | $6,512+358.1% | $5,019+494.4% | $10,827+175.6% |