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 | $32,810 | $158,817-79.3% | $121,196-72.9% | $135,375-75.8% |
| Participation rate | 60.9% | 79.3%-18.4pp | 71.7%-10.9pp | 82.6%-21.8pp |
| Annual return | -8.44% | -0.64%-7.8pp | 16.93%-25.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,864 | $5,665-67.1% | $4,022-53.6% | $4,779-61.0% |
| Participant deferral / active EE | $2,318 | $4,005-42.1% | $3,344-30.7% | $5,609-58.7% |
| Admin fee / account holder | $3,051 | $6,512-53.1% | $5,019-39.2% | $10,827-71.8% |