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 | $16,420 | $42,383-61.3% | $76,523-78.5% | $64,186-74.4% |
| Participation rate | 36.6% | 58.1%-21.6pp | 68.0%-31.4pp | 69.6%-33.0pp |
| Annual return | -5.94% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,183 | $1,563-24.3% | $2,647-55.3% | $2,381-50.3% |
| Participant deferral / active EE | $1,877 | $2,566-26.9% | $3,835-51.1% | $3,470-45.9% |
| Admin fee / account holder | $8,570 | $3,198+168.0% | $4,848+76.8% | $4,888+75.3% |