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 | $51,367 | $42,894+19.8% | $60,874-15.6% | $68,494-25.0% |
| Participation rate | 59.4% | 66.8%-7.4pp | 73.1%-13.7pp | 67.9%-8.5pp |
| Annual return | -15.34% | -13.98%-1.4pp | 16.90%-32.2pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,347 | $1,978-31.9% | $2,701-50.1% | $2,596-48.1% |
| Participant deferral / active EE | $2,416 | $2,867-15.7% | $3,817-36.7% | $4,027-40.0% |
| Admin fee / account holder | $5,574 | $3,101+79.8% | $3,224+72.9% | $5,403+3.2% |