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 | $61,116 | $77,813-21.5% | $123,544-50.5% | $64,186-4.8% |
| Participation rate | 69.0% | 74.7%-5.7pp | 82.3%-13.2pp | 69.6%-0.5pp |
| Annual return | -6.70% | 12.48%-19.2pp | 119.20%-125.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,155 | $3,014-61.7% | $4,628-75.0% | $2,381-51.5% |
| Participant deferral / active EE | $2,325 | $5,240-55.6% | $6,426-63.8% | $3,470-33.0% |
| Admin fee / account holder | $8,447 | $5,519+53.1% | $9,284-9.0% | $4,888+72.8% |