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 | $49,708 | $57,354-13.3% | $83,848-40.7% | $64,186-22.6% |
| Participation rate | 45.0% | 68.6%-23.6pp | 76.1%-31.1pp | 69.6%-24.6pp |
| Annual return | -8.44% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,151 | $2,545-54.8% | $3,631-68.3% | $2,381-51.7% |
| Participant deferral / active EE | $3,167 | $2,993+5.8% | $4,082-22.4% | $3,470-8.7% |
| Admin fee / account holder | $5,347 | $4,046+32.2% | $5,478-2.4% | $4,888+9.4% |