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 | $51,380 | $52,903-2.9% | $73,307-29.9% | $59,632-13.8% |
| Participation rate | 63.0% | 68.2%-5.3pp | 74.9%-12.0pp | 68.7%-5.7pp |
| Annual return | -0.31% | 12.20%-12.5pp | 5.67%-6.0pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $2,332 | $1,909+22.2% | $3,237-28.0% | $2,203+5.9% |
| Participant deferral / active EE | $2,526 | $4,069-37.9% | $4,991-49.4% | $3,192-20.9% |
| Admin fee / account holder | $7,530 | $3,834+96.4% | $5,637+33.6% | $4,297+75.2% |