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 | $68,002 | $77,813-12.6% | $123,544-45.0% | $64,186+5.9% |
| Participation rate | 53.6% | 74.7%-21.1pp | 82.3%-28.7pp | 69.6%-16.0pp |
| Annual return | -4.72% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,390 | $3,014-53.9% | $4,628-70.0% | $2,381-41.6% |
| Participant deferral / active EE | $4,306 | $5,240-17.8% | $6,426-33.0% | $3,470+24.1% |
| Admin fee / account holder | $381 | $5,519-93.1% | $9,284-95.9% | $4,888-92.2% |