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 | $38,604 | $71,883-46.3% | $86,677-55.5% | $68,494-43.6% |
| Participation rate | 41.4% | 72.2%-30.9pp | 76.6%-35.2pp | 67.9%-26.5pp |
| Annual return | -15.60% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,102 | $2,173-49.3% | $2,836-61.1% | $2,596-57.5% |
| Participant deferral / active EE | $2,032 | $3,779-46.2% | $4,656-56.4% | $4,027-49.6% |
| Admin fee / account holder | $21,538 | $6,112+252.4% | $7,493+187.4% | $5,403+298.7% |