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 | $50,416 | $81,900-38.4% | $119,609-57.8% | $68,494-26.4% |
| Participation rate | 49.2% | 71.9%-22.7pp | 79.3%-30.0pp | 67.9%-18.7pp |
| Annual return | -16.78% | -23.82%+7.0pp | -14.97%-1.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,744 | $2,693-35.3% | $4,232-58.8% | $2,596-32.8% |
| Participant deferral / active EE | $5,058 | $4,148+22.0% | $5,602-9.7% | $4,027+25.6% |
| Admin fee / account holder | $5,123 | $6,582-22.2% | $10,323-50.4% | $5,403-5.2% |