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 | $43,214 | $43,327-0.3% | $59,878-27.8% | $64,186-32.7% |
| Participation rate | 58.5% | 69.2%-10.7pp | 74.7%-16.2pp | 69.6%-11.1pp |
| Annual return | -6.37% | -1.55%-4.8pp | 3.46%-9.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $912 | $2,028-55.0% | $2,722-66.5% | $2,381-61.7% |
| Participant deferral / active EE | $2,042 | $2,546-19.8% | $3,402-40.0% | $3,470-41.2% |
| Admin fee / account holder | $565 | $3,005-81.2% | $3,590-84.3% | $4,888-88.4% |