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 | $39,735 | $62,586-36.5% | $76,768-48.2% | $64,186-38.1% |
| Participation rate | 50.6% | 72.8%-22.2pp | 77.0%-26.3pp | 69.6%-18.9pp |
| Annual return | -7.04% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,921 | $1,832+4.9% | $2,485-22.7% | $2,381-19.3% |
| Participant deferral / active EE | $3,051 | $3,145-3.0% | $3,852-20.8% | $3,470-12.1% |
| Admin fee / account holder | $1,686 | $4,667-63.9% | $6,675-74.7% | $4,888-65.5% |