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 | $49,632 | $56,484-12.1% | $169,463-70.7% | $64,186-22.7% |
| Participation rate | 64.3% | 64.5%-0.3pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -6.35% | -1.55%-4.8pp | 1.83%-8.2pp | 7.63%-14.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,749 | $3,448-20.3% | $5,277-47.9% | $3,470-20.8% |
| Admin fee / account holder | $2,003 | $4,174-52.0% | $9,109-78.0% | $4,888-59.0% |