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 | $51,989 | $92,222-43.6% | $76,768-32.3% | $135,375-61.6% |
| Participation rate | 61.5% | 79.8%-18.2pp | 77.0%-15.4pp | 82.6%-21.1pp |
| Annual return | -3.32% | 5.46%-8.8pp | 2.43%-5.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,960 | $3,216-39.0% | $2,485-21.1% | $4,779-59.0% |
| Participant deferral / active EE | $5,657 | $4,509+25.5% | $3,852+46.9% | $5,609+0.9% |
| Admin fee / account holder | $558 | $10,748-94.8% | $6,675-91.6% | $10,827-94.8% |