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 | $15,095 | $73,867-79.6% | $143,757-89.5% | $68,494-78.0% |
| Participation rate | 66.2% | 66.7%-0.5pp | 80.3%-14.1pp | 67.9%-1.7pp |
| Annual return | -5.07% | 1.01%-6.1pp | -0.04%-5.0pp | -7.84%+2.8pp |
| Employer contribution / active EE | $1,539 | $3,184-51.7% | $4,951-68.9% | $2,596-40.7% |
| Participant deferral / active EE | $1,963 | $3,384-42.0% | $5,637-65.2% | $4,027-51.3% |
| Admin fee / account holder | $4,034 | $5,755-29.9% | $14,673-72.5% | $5,403-25.3% |