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 | $44,240 | $56,484-21.7% | $169,463-73.9% | $64,186-31.1% |
| Participation rate | 61.8% | 64.5%-2.8pp | 77.8%-16.0pp | 69.6%-7.8pp |
| Annual return | -0.92% | -1.55%+0.6pp | 1.83%-2.7pp | 7.63%-8.5pp |
| Employer contribution / active EE | $1,312 | $1,832-28.4% | $4,159-68.5% | $2,381-44.9% |
| Participant deferral / active EE | $2,630 | $3,448-23.7% | $5,277-50.2% | $3,470-24.2% |
| Admin fee / account holder | $1,389 | $4,174-66.7% | $9,109-84.8% | $4,888-71.6% |