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 | $46,112 | $57,354-19.6% | $83,848-45.0% | $64,186-28.2% |
| Participation rate | 59.5% | 68.6%-9.1pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -6.21% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,891 | $2,545-25.7% | $3,631-47.9% | $2,381-20.6% |
| Participant deferral / active EE | $4,010 | $2,993+34.0% | $4,082-1.7% | $3,470+15.6% |
| Admin fee / account holder | $6,567 | $4,046+62.3% | $5,478+19.9% | $4,888+34.4% |