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 | $40,906 | $62,586-34.6% | $76,768-46.7% | $64,186-36.3% |
| Participation rate | 57.7% | 72.8%-15.1pp | 77.0%-19.3pp | 69.6%-11.9pp |
| Annual return | -6.74% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,062 | $1,832-42.0% | $2,485-57.3% | $2,381-55.4% |
| Participant deferral / active EE | $3,317 | $3,145+5.5% | $3,852-13.9% | $3,470-4.4% |
| Admin fee / account holder | $1,030 | $4,667-77.9% | $6,675-84.6% | $4,888-78.9% |