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 | $33,420 | $73,867-54.8% | $143,757-76.8% | $68,494-51.2% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | 1.03% | 1.01%0pp | -0.04%+1.1pp | -7.84%+8.9pp |
| Employer contribution / active EE | $2,047 | $3,184-35.7% | $4,951-58.7% | $2,596-21.2% |
| Participant deferral / active EE | $3,584 | $3,384+5.9% | $5,637-36.4% | $4,027-11.0% |
| Admin fee / account holder | $12,439 | $5,755+116.1% | $14,673-15.2% | $5,403+130.2% |