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 | $31,683 | $54,726-42.1% | $68,793-53.9% | $64,186-50.6% |
| Participation rate | 59.1% | 68.0%-8.9pp | 72.2%-13.1pp | 69.6%-10.5pp |
| Annual return | -4.41% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,415 | $1,846-23.3% | $2,625-46.1% | $2,381-40.6% |
| Participant deferral / active EE | $2,857 | $2,626+8.8% | $3,311-13.7% | $3,470-17.7% |
| Admin fee / account holder | $3,147 | $4,027-21.8% | $5,131-38.7% | $4,888-35.6% |