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 | $39,574 | $54,726-27.7% | $68,793-42.5% | $64,186-38.3% |
| Participation rate | 44.3% | 68.0%-23.7pp | 72.2%-27.9pp | 69.6%-25.3pp |
| Annual return | -6.16% | -1.62%-4.5pp | -4.63%-1.5pp | 7.63%-13.8pp |
| Employer contribution / active EE | $770 | $1,846-58.3% | $2,625-70.7% | $2,381-67.7% |
| Participant deferral / active EE | $2,076 | $2,626-20.9% | $3,311-37.3% | $3,470-40.2% |
| Admin fee / account holder | $2,096 | $4,027-48.0% | $5,131-59.1% | $4,888-57.1% |