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 | $32,156 | $69,010-53.4% | $159,960-79.9% | $68,494-53.1% |
| Participation rate | 61.3% | 65.4%-4.1pp | 78.0%-16.7pp | 67.9%-6.6pp |
| Annual return | -11.08% | -9.65%-1.4pp | 408.60%-419.7pp | -7.84%-3.2pp |
| Employer contribution / active EE | $4,685 | $2,213+111.7% | $4,226+10.9% | $2,596+80.5% |
| Participant deferral / active EE | $4,996 | $4,212+18.6% | $6,182-19.2% | $4,027+24.1% |
| Admin fee / account holder | $4,247 | $4,798-11.5% | $8,698-51.2% | $5,403-21.4% |