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 | $44,631 | $61,660-27.6% | $80,019-44.2% | $64,186-30.5% |
| Participation rate | 36.7% | 71.7%-35.0pp | 75.8%-39.2pp | 69.6%-32.9pp |
| Annual return | -7.47% | -0.33%-7.1pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,019 | $1,810-43.7% | $2,468-58.7% | $2,381-57.2% |
| Participant deferral / active EE | $1,431 | $2,968-51.8% | $3,686-61.2% | $3,470-58.8% |
| Admin fee / account holder | $1,226 | $5,417-77.4% | $6,521-81.2% | $4,888-74.9% |