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 | $43,291 | $61,660-29.8% | $80,019-45.9% | $64,186-32.6% |
| Participation rate | 64.4% | 71.7%-7.3pp | 75.8%-11.4pp | 69.6%-5.2pp |
| Annual return | -4.65% | -0.33%-4.3pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $897 | $1,810-50.5% | $2,468-63.7% | $2,381-62.3% |
| Participant deferral / active EE | $2,213 | $2,968-25.4% | $3,686-40.0% | $3,470-36.2% |
| Admin fee / account holder | $2,908 | $5,417-46.3% | $6,521-55.4% | $4,888-40.5% |