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 | $48,077 | $56,484-14.9% | $169,463-71.6% | $64,186-25.1% |
| Participation rate | 57.1% | 64.5%-7.4pp | 77.8%-20.6pp | 69.6%-12.4pp |
| Annual return | -7.52% | -1.55%-6.0pp | 1.83%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,202 | $1,832-34.4% | $4,159-71.1% | $2,381-49.5% |
| Participant deferral / active EE | $3,398 | $3,448-1.5% | $5,277-35.6% | $3,470-2.1% |
| Admin fee / account holder | $4,759 | $4,174+14.0% | $9,109-47.8% | $4,888-2.6% |