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 | $79,549 | $158,817-49.9% | $121,196-34.4% | $135,375-41.2% |
| Participation rate | 68.4% | 79.3%-10.9pp | 71.7%-3.3pp | 82.6%-14.2pp |
| Annual return | -2.55% | -0.64%-1.9pp | 16.93%-19.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $3,007 | $5,665-46.9% | $4,022-25.2% | $4,779-37.1% |
| Participant deferral / active EE | $3,291 | $4,005-17.8% | $3,344-1.6% | $5,609-41.3% |
| Admin fee / account holder | $5,732 | $6,512-12.0% | $5,019+14.2% | $10,827-47.1% |