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 | $36,788 | $43,327-15.1% | $59,878-38.6% | $64,186-42.7% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | 9.67% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,139 | $2,028-43.8% | $2,722-58.2% | $2,381-52.2% |
| Participant deferral / active EE | $1,380 | $2,546-45.8% | $3,402-59.4% | $3,470-60.2% |
| Admin fee / account holder | $3,526 | $3,005+17.3% | $3,590-1.8% | $4,888-27.9% |