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 | $62,112 | $77,813-20.2% | $123,544-49.7% | $64,186-3.2% |
| Participation rate | 54.1% | 74.7%-20.7pp | 82.3%-28.2pp | 69.6%-15.5pp |
| Annual return | -6.32% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,300 | $3,014-56.9% | $4,628-71.9% | $2,381-45.4% |
| Participant deferral / active EE | $2,892 | $5,240-44.8% | $6,426-55.0% | $3,470-16.6% |
| Admin fee / account holder | $1,189 | $5,519-78.5% | $9,284-87.2% | $4,888-75.7% |