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 | $48,317 | $62,586-22.8% | $76,768-37.1% | $64,186-24.7% |
| Participation rate | 51.9% | 72.8%-21.0pp | 77.0%-25.1pp | 69.6%-17.7pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,744 | $1,832-4.8% | $2,485-29.8% | $2,381-26.8% |
| Participant deferral / active EE | $4,569 | $3,145+45.3% | $3,852+18.6% | $3,470+31.7% |
| Admin fee / account holder | $7,290 | $4,667+56.2% | $6,675+9.2% | $4,888+49.1% |