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 | $59,329 | $92,222-35.7% | $76,768-22.7% | $135,375-56.2% |
| Participation rate | 61.9% | 79.8%-17.9pp | 77.0%-15.1pp | 82.6%-20.7pp |
| Annual return | -4.88% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,837 | $3,216-42.9% | $2,485-26.1% | $4,779-61.6% |
| Participant deferral / active EE | $5,547 | $4,509+23.0% | $3,852+44.0% | $5,609-1.1% |
| Admin fee / account holder | $6,851 | $10,748-36.3% | $6,675+2.6% | $10,827-36.7% |