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 | $40,461 | $77,813-48.0% | $123,544-67.3% | $64,186-37.0% |
| Participation rate | 64.2% | 74.7%-10.5pp | 82.3%-18.1pp | 69.6%-5.4pp |
| Annual return | -6.31% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,654 | $3,014-45.1% | $4,628-64.3% | $2,381-30.5% |
| Participant deferral / active EE | $3,353 | $5,240-36.0% | $6,426-47.8% | $3,470-3.4% |
| Admin fee / account holder | $4,689 | $5,519-15.0% | $9,284-49.5% | $4,888-4.1% |