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 | $35,686 | $50,958-30.0% | $74,550-52.1% | $64,186-44.4% |
| Participation rate | 59.4% | 61.1%-1.7pp | 69.1%-9.8pp | 69.6%-10.2pp |
| Annual return | -4.56% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $763 | $1,115-31.6% | $1,961-61.1% | $2,381-68.0% |
| Participant deferral / active EE | $2,262 | $2,301-1.7% | $3,108-27.2% | $3,470-34.8% |
| Admin fee / account holder | $2,458 | $4,223-41.8% | $5,060-51.4% | $4,888-49.7% |