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 | $21,704 | $43,327-49.9% | $59,878-63.8% | $64,186-66.2% |
| Participation rate | 62.1% | 69.2%-7.1pp | 74.7%-12.6pp | 69.6%-7.5pp |
| Annual return | -5.10% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,405 | $2,028-30.8% | $2,722-48.4% | $2,381-41.0% |
| Participant deferral / active EE | $2,320 | $2,546-8.9% | $3,402-31.8% | $3,470-33.1% |
| Admin fee / account holder | $851 | $3,005-71.7% | $3,590-76.3% | $4,888-82.6% |