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 | $54,962 | $92,222-40.4% | $76,768-28.4% | $135,375-59.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -3.57% | 5.46%-9.0pp | 2.43%-6.0pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,550 | $3,216-51.8% | $2,485-37.6% | $4,779-67.6% |
| Participant deferral / active EE | $1,894 | $4,509-58.0% | $3,852-50.8% | $5,609-66.2% |
| Admin fee / account holder | $823 | $10,748-92.3% | $6,675-87.7% | $10,827-92.4% |