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 | $48,972 | $53,596-8.6% | $90,645-46.0% | $64,186-23.7% |
| Participation rate | 51.6% | 64.5%-12.9pp | 74.0%-22.4pp | 69.6%-18.0pp |
| Annual return | -6.14% | 4.41%-10.6pp | 1.88%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,091 | $1,503-27.4% | $2,532-56.9% | $2,381-54.2% |
| Participant deferral / active EE | $1,779 | $2,459-27.6% | $3,425-48.1% | $3,470-48.7% |
| Admin fee / account holder | $4,065 | $3,868+5.1% | $4,994-18.6% | $4,888-16.8% |