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 | $29,079 | $57,354-49.3% | $83,848-65.3% | $64,186-54.7% |
| Participation rate | 47.2% | 68.6%-21.4pp | 76.1%-29.0pp | 69.6%-22.4pp |
| Annual return | -5.72% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,971 | $2,545-22.6% | $3,631-45.7% | $2,381-17.2% |
| Participant deferral / active EE | $4,472 | $2,993+49.4% | $4,082+9.6% | $3,470+28.9% |
| Admin fee / account holder | $5,687 | $4,046+40.6% | $5,478+3.8% | $4,888+16.3% |