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 | $24,886 | $46,674-46.7% | $117,472-78.8% | $68,494-63.7% |
| Participation rate | 57.1% | 56.8%+0.4pp | 70.6%-13.4pp | 67.9%-10.7pp |
| Annual return | 3.69% | -14.52%+18.2pp | 29.74%-26.0pp | -7.84%+11.5pp |
| Employer contribution / active EE | $1,524 | $1,505+1.3% | $4,176-63.5% | $2,596-41.3% |
| Participant deferral / active EE | $2,397 | $2,636-9.1% | $4,070-41.1% | $4,027-40.5% |
| Admin fee / account holder | $1,627 | $4,020-59.5% | $5,645-71.2% | $5,403-69.9% |