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 | $51,308 | $92,222-44.4% | $76,768-33.2% | $135,375-62.1% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -8.33% | 5.46%-13.8pp | 2.43%-10.8pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,414 | $3,216-24.9% | $2,485-2.9% | $4,779-49.5% |
| Participant deferral / active EE | $5,540 | $4,509+22.9% | $3,852+43.8% | $5,609-1.2% |
| Admin fee / account holder | $306 | $10,748-97.2% | $6,675-95.4% | $10,827-97.2% |