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 | $42,638 | $77,813-45.2% | $123,544-65.5% | $64,186-33.6% |
| Participation rate | 42.9% | 74.7%-31.9pp | 82.3%-39.4pp | 69.6%-26.7pp |
| Annual return | -7.88% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,311 | $3,014-56.5% | $4,628-71.7% | $2,381-44.9% |
| Participant deferral / active EE | $3,389 | $5,240-35.3% | $6,426-47.3% | $3,470-2.3% |
| Admin fee / account holder | $2,519 | $5,519-54.4% | $9,284-72.9% | $4,888-48.5% |