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 | $43,012 | $52,836-18.6% | $105,738-59.3% | $64,186-33.0% |
| Participation rate | 41.7% | 66.5%-24.9pp | 76.3%-34.7pp | 69.6%-27.9pp |
| Annual return | -3.66% | 14.30%-18.0pp | 6.27%-9.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,191 | $1,827-34.8% | $3,268-63.6% | $2,381-50.0% |
| Participant deferral / active EE | $2,594 | $2,545+1.9% | $4,080-36.4% | $3,470-25.2% |
| Admin fee / account holder | $2,242 | $3,959-43.4% | $6,913-67.6% | $4,888-54.1% |