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 | $49,957 | $81,900-39.0% | $119,609-58.2% | $68,494-27.1% |
| Participation rate | 63.3% | 71.9%-8.6pp | 79.3%-15.9pp | 67.9%-4.6pp |
| Annual return | -6.52% | -23.82%+17.3pp | -14.97%+8.5pp | -7.84%+1.3pp |
| Employer contribution / active EE | $1,468 | $2,693-45.5% | $4,232-65.3% | $2,596-43.5% |
| Participant deferral / active EE | $3,183 | $4,148-23.3% | $5,602-43.2% | $4,027-21.0% |
| Admin fee / account holder | $468 | $6,582-92.9% | $10,323-95.5% | $5,403-91.3% |