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 | $45,245 | $61,660-26.6% | $80,019-43.5% | $64,186-29.5% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.8pp | 69.6%-7.5pp |
| Annual return | -5.90% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,090 | $1,810-39.8% | $2,468-55.9% | $2,381-54.2% |
| Participant deferral / active EE | $2,371 | $2,968-20.1% | $3,686-35.7% | $3,470-31.7% |
| Admin fee / account holder | $3,537 | $5,417-34.7% | $6,521-45.8% | $4,888-27.6% |