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 | $44,602 | $62,586-28.7% | $76,768-41.9% | $64,186-30.5% |
| Participation rate | 48.0% | 72.8%-24.8pp | 77.0%-29.0pp | 69.6%-21.6pp |
| Annual return | -2.85% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,986 | $1,832+8.4% | $2,485-20.1% | $2,381-16.6% |
| Participant deferral / active EE | $3,306 | $3,145+5.1% | $3,852-14.2% | $3,470-4.7% |
| Admin fee / account holder | $1,851 | $4,667-60.3% | $6,675-72.3% | $4,888-62.1% |