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 | $35,329 | $62,586-43.6% | $76,768-54.0% | $64,186-45.0% |
| Participation rate | 58.6% | 72.8%-14.2pp | 77.0%-18.3pp | 69.6%-10.9pp |
| Annual return | -3.19% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $2,094 | $1,832+14.3% | $2,485-15.7% | $2,381-12.0% |
| Participant deferral / active EE | $3,814 | $3,145+21.3% | $3,852-1.0% | $3,470+9.9% |
| Admin fee / account holder | $2,089 | $4,667-55.2% | $6,675-68.7% | $4,888-57.3% |