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 | $50,618 | $57,354-11.7% | $83,848-39.6% | $64,186-21.1% |
| Participation rate | 63.8% | 68.6%-4.8pp | 76.1%-12.4pp | 69.6%-5.8pp |
| Annual return | -6.29% | 11.38%-17.7pp | 850.88%-857.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,432 | $2,545-43.7% | $3,631-60.6% | $2,381-39.9% |
| Participant deferral / active EE | $2,166 | $2,993-27.6% | $4,082-46.9% | $3,470-37.6% |
| Admin fee / account holder | $1,641 | $4,046-59.4% | $5,478-70.1% | $4,888-66.4% |