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 | $40,377 | $61,660-34.5% | $80,019-49.5% | $64,186-37.1% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.7pp | 69.6%-7.4pp |
| Annual return | -5.02% | -0.33%-4.7pp | 11.22%-16.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,347 | $1,810-25.6% | $2,468-45.4% | $2,381-43.4% |
| Participant deferral / active EE | $2,264 | $2,968-23.7% | $3,686-38.6% | $3,470-34.7% |
| Admin fee / account holder | $7,736 | $5,417+42.8% | $6,521+18.6% | $4,888+58.3% |