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 | $24,578 | $77,813-68.4% | $123,544-80.1% | $64,186-61.7% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-10.9pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $3,245 | $3,014+7.7% | $4,628-29.9% | $2,381+36.3% |
| Participant deferral / active EE | $6,194 | $5,240+18.2% | $6,426-3.6% | $3,470+78.5% |
| Admin fee / account holder | $4,993 | $5,519-9.5% | $9,284-46.2% | $4,888+2.1% |