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 | $32,835 | $77,813-57.8% | $123,544-73.4% | $64,186-48.8% |
| Participation rate | 65.6% | 74.7%-9.1pp | 82.3%-16.7pp | 69.6%-3.9pp |
| Annual return | -4.60% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,533 | $3,014-16.0% | $4,628-45.3% | $2,381+6.4% |
| Participant deferral / active EE | $4,674 | $5,240-10.8% | $6,426-27.3% | $3,470+34.7% |
| Admin fee / account holder | $3,521 | $5,519-36.2% | $9,284-62.1% | $4,888-28.0% |