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 | $54,589 | $77,813-29.8% | $123,544-55.8% | $64,186-15.0% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -7.46% | 12.48%-19.9pp | 119.20%-126.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,707 | $3,014-10.2% | $4,628-41.5% | $2,381+13.7% |
| Participant deferral / active EE | $7,026 | $5,240+34.1% | $6,426+9.3% | $3,470+102.5% |
| Admin fee / account holder | $11,560 | $5,519+109.5% | $9,284+24.5% | $4,888+136.5% |