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 | $20,992 | $54,726-61.6% | $68,793-69.5% | $64,186-67.3% |
| Participation rate | 64.7% | 68.0%-3.3pp | 72.2%-7.5pp | 69.6%-4.9pp |
| Annual return | -5.85% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,361 | $1,846-26.3% | $2,625-48.2% | $2,381-42.8% |
| Participant deferral / active EE | $2,244 | $2,626-14.5% | $3,311-32.2% | $3,470-35.3% |
| Admin fee / account holder | $8,194 | $4,027+103.5% | $5,131+59.7% | $4,888+67.6% |