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 | $45,703 | $56,484-19.1% | $169,463-73.0% | $64,186-28.8% |
| Participation rate | 64.0% | 64.5%-0.5pp | 77.8%-13.8pp | 69.6%-5.6pp |
| Annual return | -7.64% | -1.55%-6.1pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,888 | $1,832+3.1% | $4,159-54.6% | $2,381-20.7% |
| Participant deferral / active EE | $2,769 | $3,448-19.7% | $5,277-47.5% | $3,470-20.2% |
| Admin fee / account holder | $1,522 | $4,174-63.5% | $9,109-83.3% | $4,888-68.9% |