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 | $38,749 | $56,484-31.4% | $169,463-77.1% | $64,186-39.6% |
| Participation rate | 67.3% | 64.5%+2.8pp | 77.8%-10.4pp | 69.6%-2.2pp |
| Annual return | -5.43% | -1.55%-3.9pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $345 | $1,832-81.2% | $4,159-91.7% | $2,381-85.5% |
| Participant deferral / active EE | $3,755 | $3,448+8.9% | $5,277-28.8% | $3,470+8.2% |
| Admin fee / account holder | $8,917 | $4,174+113.6% | $9,109-2.1% | $4,888+82.4% |