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 | $56,071 | $77,813-27.9% | $123,544-54.6% | $64,186-12.6% |
| Participation rate | 50.8% | 74.7%-23.9pp | 82.3%-31.5pp | 69.6%-18.7pp |
| Annual return | -6.28% | 12.48%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $727 | $3,014-75.9% | $4,628-84.3% | $2,381-69.5% |
| Participant deferral / active EE | $2,282 | $5,240-56.4% | $6,426-64.5% | $3,470-34.2% |
| Admin fee / account holder | $992 | $5,519-82.0% | $9,284-89.3% | $4,888-79.7% |