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 | $50,979 | $77,813-34.5% | $123,544-58.7% | $64,186-20.6% |
| Participation rate | 46.0% | 74.7%-28.7pp | 82.3%-36.3pp | 69.6%-23.6pp |
| Annual return | -5.82% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,088 | $3,014-63.9% | $4,628-76.5% | $2,381-54.3% |
| Participant deferral / active EE | $2,333 | $5,240-55.5% | $6,426-63.7% | $3,470-32.8% |
| Admin fee / account holder | $11,632 | $5,519+110.8% | $9,284+25.3% | $4,888+138.0% |