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 | $48,918 | $77,813-37.1% | $123,544-60.4% | $64,186-23.8% |
| Participation rate | 68.4% | 74.7%-6.3pp | 82.3%-13.9pp | 69.6%-1.1pp |
| Annual return | -5.46% | 12.48%-17.9pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,638 | $3,014-12.5% | $4,628-43.0% | $2,381+10.8% |
| Participant deferral / active EE | $5,585 | $5,240+6.6% | $6,426-13.1% | $3,470+61.0% |
| Admin fee / account holder | $1,277 | $5,519-76.9% | $9,284-86.2% | $4,888-73.9% |