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 | $24,111 | $48,265-50.0% | $68,791-65.0% | $68,494-64.8% |
| Participation rate | 64.1% | 60.7%+3.4pp | 69.0%-4.9pp | 67.9%-3.8pp |
| Annual return | -16.72% | -12.71%-4.0pp | -6.38%-10.3pp | -7.84%-8.9pp |
| Employer contribution / active EE | $586 | $1,829-68.0% | $2,655-77.9% | $2,596-77.4% |
| Participant deferral / active EE | $1,948 | $2,867-32.1% | $3,941-50.6% | $4,027-51.6% |
| Admin fee / account holder | $1,447 | $4,355-66.8% | $4,932-70.7% | $5,403-73.2% |