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 | $48,063 | $56,484-14.9% | $169,463-71.6% | $64,186-25.1% |
| Participation rate | 64.6% | 64.5%+0.1pp | 77.8%-13.1pp | 69.6%-4.9pp |
| Annual return | -7.96% | -1.55%-6.4pp | 1.83%-9.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $863 | $1,832-52.9% | $4,159-79.3% | $2,381-63.8% |
| Participant deferral / active EE | $3,262 | $3,448-5.4% | $5,277-38.2% | $3,470-6.0% |
| Admin fee / account holder | $2,209 | $4,174-47.1% | $9,109-75.8% | $4,888-54.8% |