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 | $55,479 | $57,354-3.3% | $83,848-33.8% | $64,186-13.6% |
| Participation rate | 46.7% | 68.6%-21.9pp | 76.1%-29.5pp | 69.6%-22.9pp |
| Annual return | -6.35% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,514 | $2,545-40.5% | $3,631-58.3% | $2,381-36.4% |
| Participant deferral / active EE | $3,779 | $2,993+26.3% | $4,082-7.4% | $3,470+8.9% |
| Admin fee / account holder | $1,267 | $4,046-68.7% | $5,478-76.9% | $4,888-74.1% |