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 | $62,435 | $110,094-43.3% | $151,611-58.8% | $68,494-8.8% |
| Participation rate | 67.3% | 84.0%-16.6pp | 87.5%-20.1pp | 67.9%-0.5pp |
| Annual return | -5.86% | -10.12%+4.3pp | 3.33%-9.2pp | -7.84%+2.0pp |
| Employer contribution / active EE | $2,594 | $4,471-42.0% | $6,166-57.9% | $2,596-0.1% |
| Participant deferral / active EE | $4,602 | $6,527-29.5% | $8,363-45.0% | $4,027+14.3% |
| Admin fee / account holder | $2,725 | $7,719-64.7% | $11,616-76.5% | $5,403-49.6% |