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 | $29,473 | $71,883-59.0% | $86,677-66.0% | $68,494-57.0% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.0pp |
| Annual return | -18.04% | 3.52%-21.6pp | 35.91%-53.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,500 | $2,173-31.0% | $2,836-47.1% | $2,596-42.2% |
| Participant deferral / active EE | $2,317 | $3,779-38.7% | $4,656-50.2% | $4,027-42.5% |
| Admin fee / account holder | $2,542 | $6,112-58.4% | $7,493-66.1% | $5,403-53.0% |