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 | $27,725 | $49,280-43.7% | $67,313-58.8% | $64,186-56.8% |
| Participation rate | 34.9% | 60.8%-25.9pp | 69.1%-34.2pp | 69.6%-34.6pp |
| Annual return | -7.37% | -1.39%-6.0pp | -4.08%-3.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $416 | $1,668-75.1% | $2,566-83.8% | $2,381-82.5% |
| Participant deferral / active EE | $1,124 | $2,484-54.8% | $3,568-68.5% | $3,470-67.6% |
| Admin fee / account holder | $737 | $3,863-80.9% | $4,507-83.7% | $4,888-84.9% |