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 | $48,264 | $71,883-32.9% | $86,677-44.3% | $68,494-29.5% |
| Participation rate | 65.2% | 72.2%-7.0pp | 76.6%-11.4pp | 67.9%-2.7pp |
| Annual return | -16.02% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,952 | $2,173-10.1% | $2,836-31.2% | $2,596-24.8% |
| Participant deferral / active EE | $4,549 | $3,779+20.4% | $4,656-2.3% | $4,027+13.0% |
| Admin fee / account holder | $8,184 | $6,112+33.9% | $7,493+9.2% | $5,403+51.5% |