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 | $35,548 | $62,586-43.2% | $76,768-53.7% | $64,186-44.6% |
| Participation rate | 42.2% | 72.8%-30.6pp | 77.0%-34.7pp | 69.6%-27.3pp |
| Annual return | -4.19% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,207 | $1,832-34.1% | $2,485-51.4% | $2,381-49.3% |
| Participant deferral / active EE | $2,023 | $3,145-35.7% | $3,852-47.5% | $3,470-41.7% |
| Admin fee / account holder | $4,415 | $4,667-5.4% | $6,675-33.9% | $4,888-9.7% |