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 | $37,737 | $58,577-35.6% | $83,333-54.7% | $64,186-41.2% |
| Participation rate | 40.6% | 72.0%-31.4pp | 77.8%-37.1pp | 69.6%-28.9pp |
| Annual return | -4.98% | 9.65%-14.6pp | 10.63%-15.6pp | 7.63%-12.6pp |
| Employer contribution / active EE | $720 | $2,098-65.7% | $3,379-78.7% | $2,381-69.7% |
| Participant deferral / active EE | $2,441 | $4,654-47.6% | $5,565-56.1% | $3,470-29.6% |
| Admin fee / account holder | $7,535 | $9,275-18.8% | $7,510+0.3% | $4,888+54.1% |