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 | $57,429 | $158,817-63.8% | $121,196-52.6% | $135,375-57.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -5.44% | -0.64%-4.8pp | 16.93%-22.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,082 | $5,665-80.9% | $4,022-73.1% | $4,779-77.4% |
| Participant deferral / active EE | $1,422 | $4,005-64.5% | $3,344-57.5% | $5,609-74.7% |
| Admin fee / account holder | $615 | $6,512-90.6% | $5,019-87.8% | $10,827-94.3% |