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 | $12,943 | $84,527-84.7% | $67,711-80.9% | $125,391-89.7% |
| Participation rate | 65.2% | 74.8%-9.6pp | 67.5%-2.3pp | 83.2%-18.0pp |
| Annual return | -1.50% | 2.57%-4.1pp | 25.41%-26.9pp | 282.22%-283.7pp |
| Employer contribution / active EE | $681 | $3,292-79.3% | $2,559-73.4% | $4,866-86.0% |
| Participant deferral / active EE | $1,591 | $4,429-64.1% | $3,585-55.6% | $5,352-70.3% |
| Admin fee / account holder | $7,315 | $5,340+37.0% | $4,255+71.9% | $9,540-23.3% |