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 | $50,296 | $64,307-21.8% | $57,343-12.3% | $125,391-59.9% |
| Participation rate | 63.2% | 78.6%-15.5pp | 75.1%-11.9pp | 83.2%-20.0pp |
| Annual return | -1.35% | 25.12%-26.5pp | 24.39%-25.7pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,829 | $3,193-42.7% | $2,689-32.0% | $4,866-62.4% |
| Participant deferral / active EE | $2,796 | $3,848-27.4% | $3,162-11.6% | $5,352-47.8% |
| Admin fee / account holder | $4,973 | $5,242-5.1% | $3,356+48.2% | $9,540-47.9% |