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 | $55,712 | $54,726+1.8% | $68,793-19.0% | $64,186-13.2% |
| Participation rate | 43.9% | 68.0%-24.2pp | 72.2%-28.4pp | 69.6%-25.7pp |
| Annual return | -7.42% | -1.62%-5.8pp | -4.63%-2.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,675 | $1,846-9.3% | $2,625-36.2% | $2,381-29.6% |
| Participant deferral / active EE | $2,078 | $2,626-20.9% | $3,311-37.2% | $3,470-40.1% |
| Admin fee / account holder | $416 | $4,027-89.7% | $5,131-91.9% | $4,888-91.5% |