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 | $39,177 | $77,813-49.7% | $123,544-68.3% | $64,186-39.0% |
| Participation rate | 68.3% | 74.7%-6.4pp | 82.3%-14.0pp | 69.6%-1.3pp |
| Annual return | -4.22% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,104 | $3,014-30.2% | $4,628-54.5% | $2,381-11.6% |
| Participant deferral / active EE | $3,979 | $5,240-24.1% | $6,426-38.1% | $3,470+14.7% |
| Admin fee / account holder | $6,866 | $5,519+24.4% | $9,284-26.0% | $4,888+40.5% |