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 | $53,064 | $69,010-23.1% | $159,960-66.8% | $68,494-22.5% |
| Participation rate | 57.9% | 65.4%-7.5pp | 78.0%-20.1pp | 67.9%-10.0pp |
| Annual return | -18.50% | -9.65%-8.9pp | 408.60%-427.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,435 | $2,213-35.2% | $4,226-66.0% | $2,596-44.7% |
| Participant deferral / active EE | $4,420 | $4,212+4.9% | $6,182-28.5% | $4,027+9.7% |
| Admin fee / account holder | $4,226 | $4,798-11.9% | $8,698-51.4% | $5,403-21.8% |