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 | $28,747 | $77,813-63.1% | $123,544-76.7% | $64,186-55.2% |
| Participation rate | 59.8% | 74.7%-14.9pp | 82.3%-22.5pp | 69.6%-9.8pp |
| Annual return | -7.31% | 12.48%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,536 | $3,014-15.9% | $4,628-45.2% | $2,381+6.5% |
| Participant deferral / active EE | $5,461 | $5,240+4.2% | $6,426-15.0% | $3,470+57.4% |
| Admin fee / account holder | $1,848 | $5,519-66.5% | $9,284-80.1% | $4,888-62.2% |