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 | $47,980 | $95,193-49.6% | $76,523-37.3% | $135,375-64.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -6.45% | 4.85%-11.3pp | -0.27%-6.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,158 | $3,302-34.6% | $2,647-18.5% | $4,779-54.8% |
| Participant deferral / active EE | $9,529 | $4,639+105.4% | $3,835+148.5% | $5,609+69.9% |
| Admin fee / account holder | $436 | $6,249-93.0% | $4,848-91.0% | $10,827-96.0% |