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 | $23,675 | $43,327-45.4% | $59,878-60.5% | $64,186-63.1% |
| Participation rate | 57.1% | 69.2%-12.0pp | 74.7%-17.6pp | 69.6%-12.4pp |
| Annual return | 8.70% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.1pp |
| Employer contribution / active EE | $424 | $2,028-79.1% | $2,722-84.4% | $2,381-82.2% |
| Participant deferral / active EE | $1,483 | $2,546-41.8% | $3,402-56.4% | $3,470-57.3% |
| Admin fee / account holder | $383 | $3,005-87.2% | $3,590-89.3% | $4,888-92.2% |