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 | $29,751 | $57,354-48.1% | $83,848-64.5% | $64,186-53.6% |
| Participation rate | 62.9% | 68.6%-5.7pp | 76.1%-13.2pp | 69.6%-6.7pp |
| Annual return | -5.54% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,036 | $2,545-59.3% | $3,631-71.5% | $2,381-56.5% |
| Participant deferral / active EE | $2,143 | $2,993-28.4% | $4,082-47.5% | $3,470-38.2% |
| Admin fee / account holder | $4,566 | $4,046+12.9% | $5,478-16.6% | $4,888-6.6% |