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 | $26,543 | $48,265-45.0% | $68,791-61.4% | $68,494-61.2% |
| Participation rate | 62.2% | 60.7%+1.5pp | 69.0%-6.8pp | 67.9%-5.7pp |
| Annual return | -16.66% | -12.71%-4.0pp | -6.38%-10.3pp | -7.84%-8.8pp |
| Employer contribution / active EE | $660 | $1,829-63.9% | $2,655-75.1% | $2,596-74.6% |
| Participant deferral / active EE | $1,510 | $2,867-47.3% | $3,941-61.7% | $4,027-62.5% |
| Admin fee / account holder | $5,495 | $4,355+26.2% | $4,932+11.4% | $5,403+1.7% |