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 | $37,919 | $61,660-38.5% | $80,019-52.6% | $64,186-40.9% |
| Participation rate | 62.2% | 71.7%-9.5pp | 75.8%-13.7pp | 69.6%-7.4pp |
| Annual return | -7.48% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,001 | $1,810-44.7% | $2,468-59.4% | $2,381-57.9% |
| Participant deferral / active EE | $1,765 | $2,968-40.5% | $3,686-52.1% | $3,470-49.1% |
| Admin fee / account holder | $4,587 | $5,417-15.3% | $6,521-29.6% | $4,888-6.2% |