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 | $50,016 | $57,354-12.8% | $83,848-40.3% | $64,186-22.1% |
| Participation rate | 68.4% | 68.6%-0.2pp | 76.1%-7.7pp | 69.6%-1.1pp |
| Annual return | -4.42% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,173 | $2,545-53.9% | $3,631-67.7% | $2,381-50.7% |
| Participant deferral / active EE | $3,646 | $2,993+21.8% | $4,082-10.7% | $3,470+5.1% |
| Admin fee / account holder | $20,876 | $4,046+416.0% | $5,478+281.1% | $4,888+327.1% |