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 | $39,825 | $72,388-45.0% | $111,392-64.2% | $64,186-38.0% |
| Participation rate | 26.6% | 70.5%-43.9pp | 78.9%-52.3pp | 69.6%-43.0pp |
| Annual return | -5.84% | -1.50%-4.3pp | -2.06%-3.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,327 | $3,000-55.8% | $4,328-69.3% | $2,381-44.3% |
| Participant deferral / active EE | $2,195 | $4,241-48.2% | $5,567-60.6% | $3,470-36.7% |
| Admin fee / account holder | $3,646 | $5,719-36.2% | $12,266-70.3% | $4,888-25.4% |