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 | $50,097 | $92,222-45.7% | $76,768-34.7% | $135,375-63.0% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -4.82% | 5.46%-10.3pp | 2.43%-7.2pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,888 | $3,216-41.3% | $2,485-24.0% | $4,779-60.5% |
| Participant deferral / active EE | $3,394 | $4,509-24.7% | $3,852-11.9% | $5,609-39.5% |
| Admin fee / account holder | $9,737 | $10,748-9.4% | $6,675+45.9% | $10,827-10.1% |