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 | $64,133 | $77,813-17.6% | $123,544-48.1% | $64,186-0.1% |
| Participation rate | 61.0% | 74.7%-13.7pp | 82.3%-21.3pp | 69.6%-8.6pp |
| Annual return | -7.68% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,667 | $3,014+21.7% | $4,628-20.8% | $2,381+54.0% |
| Participant deferral / active EE | $3,163 | $5,240-39.6% | $6,426-50.8% | $3,470-8.8% |
| Admin fee / account holder | $4,885 | $5,519-11.5% | $9,284-47.4% | $4,888-0.1% |