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 | $43,278 | $77,813-44.4% | $123,544-65.0% | $64,186-32.6% |
| Participation rate | 69.1% | 74.7%-5.6pp | 82.3%-13.2pp | 69.6%-0.5pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,921 | $3,014-36.3% | $4,628-58.5% | $2,381-19.3% |
| Participant deferral / active EE | $2,993 | $5,240-42.9% | $6,426-53.4% | $3,470-13.7% |
| Admin fee / account holder | $3,662 | $5,519-33.6% | $9,284-60.6% | $4,888-25.1% |