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 | $20,620 | $50,958-59.5% | $74,550-72.3% | $64,186-67.9% |
| Participation rate | 52.0% | 61.1%-9.1pp | 69.1%-17.1pp | 69.6%-17.6pp |
| Annual return | -7.26% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,842 | $1,115+65.2% | $1,961-6.1% | $2,381-22.6% |
| Participant deferral / active EE | $1,742 | $2,301-24.3% | $3,108-44.0% | $3,470-49.8% |
| Admin fee / account holder | $841 | $4,223-80.1% | $5,060-83.4% | $4,888-82.8% |