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 | $53,019 | $57,354-7.6% | $83,848-36.8% | $64,186-17.4% |
| Participation rate | 63.4% | 68.6%-5.2pp | 76.1%-12.7pp | 69.6%-6.2pp |
| Annual return | -6.45% | 11.38%-17.8pp | 850.88%-857.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,617 | $2,545-36.5% | $3,631-55.5% | $2,381-32.1% |
| Participant deferral / active EE | $4,100 | $2,993+37.0% | $4,082+0.4% | $3,470+18.2% |
| Admin fee / account holder | $782 | $4,046-80.7% | $5,478-85.7% | $4,888-84.0% |