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 | $44,445 | $57,354-22.5% | $83,848-47.0% | $64,186-30.8% |
| Participation rate | 58.1% | 68.6%-10.5pp | 76.1%-18.1pp | 69.6%-11.5pp |
| Annual return | -8.03% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $2,573 | $2,545+1.1% | $3,631-29.1% | $2,381+8.1% |
| Participant deferral / active EE | $4,510 | $2,993+50.7% | $4,082+10.5% | $3,470+30.0% |
| Admin fee / account holder | $1,822 | $4,046-55.0% | $5,478-66.7% | $4,888-62.7% |