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 | $43,614 | $77,813-44.0% | $123,544-64.7% | $64,186-32.1% |
| Participation rate | 46.9% | 74.7%-27.8pp | 82.3%-35.4pp | 69.6%-22.6pp |
| Annual return | -2.07% | 12.48%-14.6pp | 119.20%-121.3pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,192 | $3,014-60.4% | $4,628-74.2% | $2,381-49.9% |
| Participant deferral / active EE | $2,934 | $5,240-44.0% | $6,426-54.3% | $3,470-15.4% |
| Admin fee / account holder | $2,225 | $5,519-59.7% | $9,284-76.0% | $4,888-54.5% |