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 | $16,258 | $107,791-84.9% | $90,645-82.1% | $135,375-88.0% |
| Participation rate | 64.3% | 78.0%-13.8pp | 74.0%-9.7pp | 82.6%-18.4pp |
| Annual return | -5.61% | -0.90%-4.7pp | 1.88%-7.5pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,037 | $3,018-65.6% | $2,532-59.0% | $4,779-78.3% |
| Participant deferral / active EE | $1,739 | $3,872-55.1% | $3,425-49.2% | $5,609-69.0% |
| Admin fee / account holder | $1,898 | $5,930-68.0% | $4,994-62.0% | $10,827-82.5% |