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 | $53,410 | $57,354-6.9% | $83,848-36.3% | $64,186-16.8% |
| Participation rate | 57.9% | 68.6%-10.7pp | 76.1%-18.3pp | 69.6%-11.7pp |
| Annual return | -5.58% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,993 | $2,545-21.7% | $3,631-45.1% | $2,381-16.3% |
| Participant deferral / active EE | $3,269 | $2,993+9.2% | $4,082-19.9% | $3,470-5.8% |
| Admin fee / account holder | $1,219 | $4,046-69.9% | $5,478-77.8% | $4,888-75.1% |