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 | $73,348 | $95,193-22.9% | $76,523-4.1% | $135,375-45.8% |
| Participation rate | 47.6% | 74.4%-26.8pp | 68.0%-20.4pp | 82.6%-35.0pp |
| Annual return | -6.59% | 4.85%-11.4pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,278 | $3,302-61.3% | $2,647-51.7% | $4,779-73.3% |
| Participant deferral / active EE | $1,851 | $4,639-60.1% | $3,835-51.7% | $5,609-67.0% |
| Admin fee / account holder | $4,916 | $6,249-21.3% | $4,848+1.4% | $10,827-54.6% |