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 | $51,451 | $197,825-74.0% | $155,790-67.0% | $125,391-59.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | -0.86% | 86.74%-87.6pp | 71.54%-72.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,454 | $4,847-28.7% | $3,836-10.0% | $4,866-29.0% |
| Participant deferral / active EE | $10,423 | $5,630+85.1% | $4,797+117.3% | $5,352+94.8% |
| Admin fee / account holder | $4,411 | $9,545-53.8% | $7,478-41.0% | $9,540-53.8% |