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 | $59,527 | $77,813-23.5% | $123,544-51.8% | $64,186-7.3% |
| Participation rate | 58.1% | 74.7%-16.6pp | 82.3%-24.2pp | 69.6%-11.5pp |
| Annual return | -8.08% | 12.48%-20.6pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,006 | $3,014-33.4% | $4,628-56.7% | $2,381-15.8% |
| Participant deferral / active EE | $3,101 | $5,240-40.8% | $6,426-51.7% | $3,470-10.6% |
| Admin fee / account holder | $3,791 | $5,519-31.3% | $9,284-59.2% | $4,888-22.4% |