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 | $50,578 | $57,354-11.8% | $83,848-39.7% | $64,186-21.2% |
| Participation rate | 62.5% | 68.6%-6.1pp | 76.1%-13.6pp | 69.6%-7.1pp |
| Annual return | -6.69% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,691 | $2,545-33.6% | $3,631-53.4% | $2,381-29.0% |
| Participant deferral / active EE | $2,959 | $2,993-1.1% | $4,082-27.5% | $3,470-14.7% |
| Admin fee / account holder | $915 | $4,046-77.4% | $5,478-83.3% | $4,888-81.3% |