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 | $32,192 | $58,577-45.0% | $83,333-61.4% | $64,186-49.8% |
| Participation rate | 57.9% | 72.0%-14.1pp | 77.8%-19.9pp | 69.6%-11.7pp |
| Annual return | -5.20% | 9.65%-14.9pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,746 | $2,098-16.8% | $3,379-48.3% | $2,381-26.7% |
| Participant deferral / active EE | $2,797 | $4,654-39.9% | $5,565-49.7% | $3,470-19.4% |
| Admin fee / account holder | $1,475 | $9,275-84.1% | $7,510-80.4% | $4,888-69.8% |