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 | $50,974 | $97,044-47.5% | $83,333-38.8% | $135,375-62.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -8.58% | 12.31%-20.9pp | 10.63%-19.2pp | 519.73%-528.3pp |
| Employer contribution / active EE | $2,489 | $4,143-39.9% | $3,379-26.3% | $4,779-47.9% |
| Participant deferral / active EE | $8,808 | $5,964+47.7% | $5,565+58.3% | $5,609+57.0% |
| Admin fee / account holder | $601 | $8,380-92.8% | $7,510-92.0% | $10,827-94.4% |