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 | $47,824 | $62,586-23.6% | $76,768-37.7% | $64,186-25.5% |
| Participation rate | 61.3% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -4.23% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,477 | $3,145-53.0% | $3,852-61.6% | $3,470-57.4% |
| Admin fee / account holder | $905 | $4,667-80.6% | $6,675-86.4% | $4,888-81.5% |