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 | $49,634 | $57,354-13.5% | $83,848-40.8% | $64,186-22.7% |
| Participation rate | 54.3% | 68.6%-14.3pp | 76.1%-21.9pp | 69.6%-15.3pp |
| Annual return | -3.52% | 11.38%-14.9pp | 850.88%-854.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,807 | $2,545-29.0% | $3,631-50.2% | $2,381-24.1% |
| Participant deferral / active EE | $5,154 | $2,993+72.2% | $4,082+26.3% | $3,470+48.6% |
| Admin fee / account holder | $10,997 | $4,046+171.8% | $5,478+100.7% | $4,888+125.0% |