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 | $34,928 | $61,660-43.4% | $80,019-56.4% | $64,186-45.6% |
| Participation rate | 48.0% | 71.7%-23.7pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | -7.48% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $951 | $1,810-47.4% | $2,468-61.4% | $2,381-60.0% |
| Participant deferral / active EE | $2,664 | $2,968-10.2% | $3,686-27.7% | $3,470-23.2% |
| Admin fee / account holder | $3,070 | $5,417-43.3% | $6,521-52.9% | $4,888-37.2% |