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 | $57,406 | $158,817-63.9% | $121,196-52.6% | $135,375-57.6% |
| Participation rate | 61.1% | 79.3%-18.2pp | 71.7%-10.6pp | 82.6%-21.5pp |
| Annual return | -5.63% | -0.64%-5.0pp | 16.93%-22.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $1,610 | $5,665-71.6% | $4,022-60.0% | $4,779-66.3% |
| Participant deferral / active EE | $2,777 | $4,005-30.7% | $3,344-17.0% | $5,609-50.5% |
| Admin fee / account holder | $3,862 | $6,512-40.7% | $5,019-23.0% | $10,827-64.3% |