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 | $39,296 | $49,280-20.3% | $67,313-41.6% | $64,186-38.8% |
| Participation rate | 48.7% | 60.8%-12.1pp | 69.1%-20.4pp | 69.6%-20.9pp |
| Annual return | -4.45% | -1.39%-3.1pp | -4.08%-0.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $319 | $1,668-80.9% | $2,566-87.6% | $2,381-86.6% |
| Participant deferral / active EE | $2,602 | $2,484+4.7% | $3,568-27.1% | $3,470-25.0% |
| Admin fee / account holder | $2,243 | $3,863-41.9% | $4,507-50.2% | $4,888-54.1% |