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 | $28,290 | $77,813-63.6% | $123,544-77.1% | $64,186-55.9% |
| Participation rate | 63.0% | 74.7%-11.7pp | 82.3%-19.3pp | 69.6%-6.6pp |
| Annual return | -3.08% | 12.48%-15.6pp | 119.20%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,350 | $3,014-55.2% | $4,628-70.8% | $2,381-43.3% |
| Participant deferral / active EE | $3,555 | $5,240-32.2% | $6,426-44.7% | $3,470+2.5% |
| Admin fee / account holder | $963 | $5,519-82.6% | $9,284-89.6% | $4,888-80.3% |