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 | $41,327 | $49,280-16.1% | $67,313-38.6% | $64,186-35.6% |
| Participation rate | 44.6% | 60.8%-16.2pp | 69.1%-24.5pp | 69.6%-25.0pp |
| Annual return | -6.70% | -1.39%-5.3pp | -4.08%-2.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $347 | $1,668-79.2% | $2,566-86.5% | $2,381-85.4% |
| Participant deferral / active EE | $1,736 | $2,484-30.1% | $3,568-51.4% | $3,470-50.0% |
| Admin fee / account holder | $3,640 | $3,863-5.8% | $4,507-19.2% | $4,888-25.5% |