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 | $60,553 | $77,813-22.2% | $123,544-51.0% | $64,186-5.7% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -5.24% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,424 | $3,014+13.6% | $4,628-26.0% | $2,381+43.8% |
| Participant deferral / active EE | $8,163 | $5,240+55.8% | $6,426+27.0% | $3,470+135.3% |
| Admin fee / account holder | $5,923 | $5,519+7.3% | $9,284-36.2% | $4,888+21.2% |