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 | $21,053 | $56,484-62.7% | $169,463-87.6% | $64,186-67.2% |
| Participation rate | 62.8% | 64.5%-1.8pp | 77.8%-15.0pp | 69.6%-6.8pp |
| Annual return | -8.08% | -1.55%-6.5pp | 1.83%-9.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,133 | $1,832-38.1% | $4,159-72.7% | $2,381-52.4% |
| Participant deferral / active EE | $2,125 | $3,448-38.4% | $5,277-59.7% | $3,470-38.7% |
| Admin fee / account holder | $1,543 | $4,174-63.0% | $9,109-83.1% | $4,888-68.4% |