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 | $40,913 | $59,805-31.6% | $79,550-48.6% | $68,494-40.3% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.5%-6.3pp | 67.9%-4.7pp |
| Annual return | -7.83% | -12.30%+4.5pp | 0.16%-8.0pp | -7.84%0pp |
| Employer contribution / active EE | $1,388 | $1,505-7.8% | $2,413-42.5% | $2,596-46.6% |
| Participant deferral / active EE | $2,419 | $3,024-20.0% | $3,985-39.3% | $4,027-39.9% |
| Admin fee / account holder | $2,303 | $4,835-52.4% | $6,832-66.3% | $5,403-57.4% |