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 | $54,486 | $99,032-45.0% | $80,019-31.9% | $135,375-59.8% |
| Participation rate | 61.1% | 78.4%-17.2pp | 75.8%-14.7pp | 82.6%-21.5pp |
| Annual return | -4.91% | 15.39%-20.3pp | 11.22%-16.1pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,986 | $3,043-34.7% | $2,468-19.5% | $4,779-58.4% |
| Participant deferral / active EE | $2,723 | $4,282-36.4% | $3,686-26.1% | $5,609-51.4% |
| Admin fee / account holder | $9,478 | $10,436-9.2% | $6,521+45.4% | $10,827-12.5% |