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 | $43,766 | $56,484-22.5% | $169,463-74.2% | $64,186-31.8% |
| Participation rate | 65.9% | 64.5%+1.3pp | 77.8%-11.9pp | 69.6%-3.7pp |
| Annual return | -7.85% | -1.55%-6.3pp | 1.83%-9.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,108 | $1,832-39.5% | $4,159-73.4% | $2,381-53.5% |
| Participant deferral / active EE | $2,124 | $3,448-38.4% | $5,277-59.8% | $3,470-38.8% |
| Admin fee / account holder | $2,958 | $4,174-29.1% | $9,109-67.5% | $4,888-39.5% |