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 | $42,648 | $58,577-27.2% | $83,333-48.8% | $64,186-33.6% |
| Participation rate | 67.9% | 72.0%-4.2pp | 77.8%-9.9pp | 69.6%-1.7pp |
| Annual return | -5.51% | 9.65%-15.2pp | 10.63%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,289 | $2,098-38.6% | $3,379-61.9% | $2,381-45.9% |
| Participant deferral / active EE | $2,358 | $4,654-49.3% | $5,565-57.6% | $3,470-32.0% |
| Admin fee / account holder | $6,621 | $9,275-28.6% | $7,510-11.8% | $4,888+35.4% |