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 | $19,738 | $52,836-62.6% | $105,738-81.3% | $64,186-69.2% |
| Participation rate | 58.5% | 66.5%-8.0pp | 76.3%-17.8pp | 69.6%-11.0pp |
| Annual return | -3.33% | 14.30%-17.6pp | 6.27%-9.6pp | 7.63%-11.0pp |
| Employer contribution / active EE | $989 | $1,827-45.9% | $3,268-69.7% | $2,381-58.5% |
| Participant deferral / active EE | $1,825 | $2,545-28.3% | $4,080-55.3% | $3,470-47.4% |
| Admin fee / account holder | $1,569 | $3,959-60.4% | $6,913-77.3% | $4,888-67.9% |