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 | $38,985 | $61,660-36.8% | $80,019-51.3% | $64,186-39.3% |
| Participation rate | 58.1% | 71.7%-13.6pp | 75.8%-17.7pp | 69.6%-11.4pp |
| Annual return | -7.10% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,056 | $1,810-41.7% | $2,468-57.2% | $2,381-55.7% |
| Participant deferral / active EE | $2,469 | $2,968-16.8% | $3,686-33.0% | $3,470-28.8% |
| Admin fee / account holder | $4,632 | $5,417-14.5% | $6,521-29.0% | $4,888-5.2% |