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 | $50,205 | $57,354-12.5% | $83,848-40.1% | $64,186-21.8% |
| Participation rate | 62.9% | 68.6%-5.7pp | 76.1%-13.2pp | 69.6%-6.7pp |
| Annual return | -7.89% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,183 | $2,545-14.2% | $3,631-39.9% | $2,381-8.3% |
| Participant deferral / active EE | $4,238 | $2,993+41.6% | $4,082+3.8% | $3,470+22.2% |
| Admin fee / account holder | $3,196 | $4,046-21.0% | $5,478-41.7% | $4,888-34.6% |