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 | $32,450 | $62,586-48.2% | $76,768-57.7% | $64,186-49.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | 1.01% | -1.95%+3.0pp | 2.43%-1.4pp | 7.63%-6.6pp |
| Employer contribution / active EE | $1,071 | $1,832-41.5% | $2,485-56.9% | $2,381-55.0% |
| Participant deferral / active EE | $3,409 | $3,145+8.4% | $3,852-11.5% | $3,470-1.7% |
| Admin fee / account holder | $1,791 | $4,667-61.6% | $6,675-73.2% | $4,888-63.4% |