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 | $39,257 | $77,813-49.6% | $123,544-68.2% | $64,186-38.8% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -5.76% | 12.48%-18.2pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,265 | $3,014-58.0% | $4,628-72.7% | $2,381-46.9% |
| Participant deferral / active EE | $3,270 | $5,240-37.6% | $6,426-49.1% | $3,470-5.8% |
| Admin fee / account holder | $4,284 | $5,519-22.4% | $9,284-53.9% | $4,888-12.4% |