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 | $20,939 | $43,327-51.7% | $59,878-65.0% | $64,186-67.4% |
| Participation rate | 66.1% | 69.2%-3.1pp | 74.7%-8.6pp | 69.6%-3.5pp |
| Annual return | -4.38% | -1.55%-2.8pp | 3.46%-7.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,860 | $2,028+41.0% | $2,722+5.1% | $2,381+20.1% |
| Participant deferral / active EE | $1,963 | $2,546-22.9% | $3,402-42.3% | $3,470-43.4% |
| Admin fee / account holder | $8,031 | $3,005+167.2% | $3,590+123.7% | $4,888+64.3% |