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 | $17,719 | $49,280-64.0% | $67,313-73.7% | $64,186-72.4% |
| Participation rate | 55.2% | 60.8%-5.6pp | 69.1%-13.9pp | 69.6%-14.3pp |
| Annual return | -6.46% | -1.39%-5.1pp | -4.08%-2.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $317 | $1,668-81.0% | $2,566-87.6% | $2,381-86.7% |
| Participant deferral / active EE | $1,423 | $2,484-42.7% | $3,568-60.1% | $3,470-59.0% |
| Admin fee / account holder | $2,016 | $3,863-47.8% | $4,507-55.3% | $4,888-58.7% |