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 | $42,098 | $69,010-39.0% | $159,960-73.7% | $68,494-38.5% |
| Participation rate | 64.3% | 65.4%-1.1pp | 78.0%-13.7pp | 67.9%-3.6pp |
| Annual return | -16.58% | -9.65%-6.9pp | 408.60%-425.2pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,286 | $2,213+3.3% | $4,226-45.9% | $2,596-11.9% |
| Participant deferral / active EE | $4,018 | $4,212-4.6% | $6,182-35.0% | $4,027-0.2% |
| Admin fee / account holder | $376 | $4,798-92.2% | $8,698-95.7% | $5,403-93.0% |