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 | $54,184 | $92,222-41.2% | $76,768-29.4% | $135,375-60.0% |
| Participation rate | 65.2% | 79.8%-14.5pp | 77.0%-11.7pp | 82.6%-17.4pp |
| Annual return | -5.84% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,026 | $3,216-37.0% | $2,485-18.5% | $4,779-57.6% |
| Participant deferral / active EE | $2,777 | $4,509-38.4% | $3,852-27.9% | $5,609-50.5% |
| Admin fee / account holder | $3,520 | $10,748-67.3% | $6,675-47.3% | $10,827-67.5% |