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 | $36,171 | $58,577-38.3% | $83,333-56.6% | $64,186-43.6% |
| Participation rate | 69.0% | 72.0%-3.1pp | 77.8%-8.8pp | 69.6%-0.6pp |
| Annual return | -4.87% | 9.65%-14.5pp | 10.63%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,351 | $2,098-35.6% | $3,379-60.0% | $2,381-43.3% |
| Participant deferral / active EE | $2,238 | $4,654-51.9% | $5,565-59.8% | $3,470-35.5% |
| Admin fee / account holder | $4,302 | $9,275-53.6% | $7,510-42.7% | $4,888-12.0% |