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 | $41,625 | $61,660-32.5% | $80,019-48.0% | $64,186-35.1% |
| Participation rate | 64.4% | 71.7%-7.2pp | 75.8%-11.4pp | 69.6%-5.1pp |
| Annual return | -7.29% | -0.33%-7.0pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,223 | $1,810-32.4% | $2,468-50.4% | $2,381-48.6% |
| Participant deferral / active EE | $2,623 | $2,968-11.6% | $3,686-28.8% | $3,470-24.4% |
| Admin fee / account holder | $2,649 | $5,417-51.1% | $6,521-59.4% | $4,888-45.8% |