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 | $64,136 | $72,404-11.4% | $110,238-41.8% | $64,186-0.1% |
| Participation rate | 51.7% | 73.3%-21.6pp | 79.8%-28.1pp | 69.6%-17.8pp |
| Annual return | -5.50% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,808 | $2,282-20.7% | $3,826-52.7% | $2,381-24.1% |
| Participant deferral / active EE | $5,093 | $3,469+46.8% | $4,672+9.0% | $3,470+46.8% |
| Admin fee / account holder | $3,546 | $5,664-37.4% | $8,547-58.5% | $4,888-27.5% |