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 | $50,800 | $110,094-53.9% | $151,611-66.5% | $68,494-25.8% |
| Participation rate | 67.2% | 84.0%-16.7pp | 87.5%-20.3pp | 67.9%-0.7pp |
| Annual return | -15.58% | -10.12%-5.5pp | 3.33%-18.9pp | -7.84%-7.7pp |
| Employer contribution / active EE | $2,182 | $4,471-51.2% | $6,166-64.6% | $2,596-16.0% |
| Participant deferral / active EE | $4,395 | $6,527-32.7% | $8,363-47.5% | $4,027+9.1% |
| Admin fee / account holder | $5,568 | $7,719-27.9% | $11,616-52.1% | $5,403+3.1% |