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 | $47,324 | $77,813-39.2% | $123,544-61.7% | $64,186-26.3% |
| Participation rate | 48.1% | 74.7%-26.7pp | 82.3%-34.2pp | 69.6%-21.5pp |
| Annual return | -7.40% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,214 | $3,014-59.7% | $4,628-73.8% | $2,381-49.0% |
| Participant deferral / active EE | $2,219 | $5,240-57.7% | $6,426-65.5% | $3,470-36.0% |
| Admin fee / account holder | $625 | $5,519-88.7% | $9,284-93.3% | $4,888-87.2% |