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 | $53,244 | $107,791-50.6% | $90,645-41.3% | $135,375-60.7% |
| Participation rate | 59.1% | 78.0%-18.9pp | 74.0%-14.9pp | 82.6%-23.5pp |
| Annual return | -4.81% | -0.90%-3.9pp | 1.88%-6.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,923 | $3,018-36.3% | $2,532-24.0% | $4,779-59.8% |
| Participant deferral / active EE | $4,269 | $3,872+10.3% | $3,425+24.7% | $5,609-23.9% |
| Admin fee / account holder | $12,912 | $5,930+117.7% | $4,994+158.6% | $10,827+19.3% |