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 | $84,761 | $58,577+44.7% | $83,333+1.7% | $64,186+32.1% |
| Participation rate | 50.0% | 72.0%-22.0pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -5.55% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $596 | $2,098-71.6% | $3,379-82.4% | $2,381-75.0% |
| Participant deferral / active EE | $2,053 | $4,654-55.9% | $5,565-63.1% | $3,470-40.8% |
| Admin fee / account holder | $25,656 | $9,275+176.6% | $7,510+241.6% | $4,888+424.9% |