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 | $24,650 | $61,660-60.0% | $80,019-69.2% | $64,186-61.6% |
| Participation rate | 62.1% | 71.7%-9.6pp | 75.8%-13.8pp | 69.6%-7.5pp |
| Annual return | -7.06% | -0.33%-6.7pp | 11.22%-18.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,567 | $1,810-13.5% | $2,468-36.5% | $2,381-34.2% |
| Participant deferral / active EE | $2,187 | $2,968-26.3% | $3,686-40.7% | $3,470-37.0% |
| Admin fee / account holder | $1,365 | $5,417-74.8% | $6,521-79.1% | $4,888-72.1% |