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 | $54,388 | $77,813-30.1% | $123,544-56.0% | $64,186-15.3% |
| Participation rate | 64.9% | 74.7%-9.8pp | 82.3%-17.4pp | 69.6%-4.7pp |
| Annual return | -4.40% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,230 | $3,014-59.2% | $4,628-73.4% | $2,381-48.3% |
| Participant deferral / active EE | $2,339 | $5,240-55.4% | $6,426-63.6% | $3,470-32.6% |
| Admin fee / account holder | $5,252 | $5,519-4.8% | $9,284-43.4% | $4,888+7.4% |