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 | $34,964 | $77,813-55.1% | $123,544-71.7% | $64,186-45.5% |
| Participation rate | 46.4% | 74.7%-28.3pp | 82.3%-35.9pp | 69.6%-23.1pp |
| Annual return | -5.93% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,354 | $3,014-21.9% | $4,628-49.1% | $2,381-1.1% |
| Participant deferral / active EE | $3,894 | $5,240-25.7% | $6,426-39.4% | $3,470+12.2% |
| Admin fee / account holder | $3,046 | $5,519-44.8% | $9,284-67.2% | $4,888-37.7% |