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 | $69,518 | $77,813-10.7% | $123,544-43.7% | $64,186+8.3% |
| Participation rate | 52.0% | 74.7%-22.7pp | 82.3%-30.3pp | 69.6%-17.6pp |
| Annual return | -6.86% | 12.48%-19.3pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $825 | $3,014-72.6% | $4,628-82.2% | $2,381-65.3% |
| Participant deferral / active EE | $4,222 | $5,240-19.4% | $6,426-34.3% | $3,470+21.7% |
| Admin fee / account holder | $1,498 | $5,519-72.8% | $9,284-83.9% | $4,888-69.3% |