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 | $43,629 | $62,586-30.3% | $76,768-43.2% | $64,186-32.0% |
| Participation rate | 59.4% | 72.8%-13.4pp | 77.0%-17.5pp | 69.6%-10.1pp |
| Annual return | -4.07% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,001 | $1,832-45.4% | $2,485-59.7% | $2,381-58.0% |
| Participant deferral / active EE | $1,519 | $3,145-51.7% | $3,852-60.6% | $3,470-56.2% |
| Admin fee / account holder | $1,742 | $4,667-62.7% | $6,675-73.9% | $4,888-64.4% |