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 | $40,690 | $54,726-25.6% | $68,793-40.9% | $64,186-36.6% |
| Participation rate | 64.1% | 68.0%-3.9pp | 72.2%-8.1pp | 69.6%-5.5pp |
| Annual return | -1.26% | -1.62%+0.4pp | -4.63%+3.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $2,156 | $1,846+16.8% | $2,625-17.9% | $2,381-9.4% |
| Participant deferral / active EE | $2,156 | $2,626-17.9% | $3,311-34.9% | $3,470-37.8% |
| Admin fee / account holder | $5,399 | $4,027+34.1% | $5,131+5.2% | $4,888+10.5% |