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 | $41,530 | $62,586-33.6% | $76,768-45.9% | $64,186-35.3% |
| Participation rate | 60.4% | 72.8%-12.4pp | 77.0%-16.5pp | 69.6%-9.2pp |
| Annual return | -5.61% | -1.95%-3.7pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,070 | $1,832-41.6% | $2,485-56.9% | $2,381-55.0% |
| Participant deferral / active EE | $2,295 | $3,145-27.0% | $3,852-40.4% | $3,470-33.9% |
| Admin fee / account holder | $6,728 | $4,667+44.2% | $6,675+0.8% | $4,888+37.6% |