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 | $25,183 | $62,586-59.8% | $76,768-67.2% | $64,186-60.8% |
| Participation rate | 48.2% | 72.8%-24.6pp | 77.0%-28.8pp | 69.6%-21.4pp |
| Annual return | -4.80% | -1.95%-2.9pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,035 | $1,832-43.5% | $2,485-58.3% | $2,381-56.5% |
| Participant deferral / active EE | $1,456 | $3,145-53.7% | $3,852-62.2% | $3,470-58.0% |
| Admin fee / account holder | $4,387 | $4,667-6.0% | $6,675-34.3% | $4,888-10.3% |