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 | $45,799 | $95,971-52.3% | $74,550-38.6% | $135,375-66.2% |
| Participation rate | 68.4% | 75.7%-7.2pp | 69.1%-0.7pp | 82.6%-14.2pp |
| Annual return | -5.73% | 56.96%-62.7pp | 32.53%-38.3pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,746 | $2,716-35.7% | $1,961-11.0% | $4,779-63.5% |
| Participant deferral / active EE | $2,298 | $3,843-40.2% | $3,108-26.1% | $5,609-59.0% |
| Admin fee / account holder | $6,363 | $6,522-2.4% | $5,060+25.8% | $10,827-41.2% |