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 | $41,989 | $56,484-25.7% | $169,463-75.2% | $64,186-34.6% |
| Participation rate | 68.0% | 64.5%+3.5pp | 77.8%-9.8pp | 69.6%-1.6pp |
| Annual return | -3.03% | -1.55%-1.5pp | 1.83%-4.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,786 | $1,832-2.5% | $4,159-57.0% | $2,381-25.0% |
| Participant deferral / active EE | $3,375 | $3,448-2.1% | $5,277-36.0% | $3,470-2.7% |
| Admin fee / account holder | $12,014 | $4,174+187.8% | $9,109+31.9% | $4,888+145.8% |