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 | $28,652 | $53,596-46.5% | $90,645-68.4% | $64,186-55.4% |
| Participation rate | 59.6% | 64.5%-4.9pp | 74.0%-14.4pp | 69.6%-9.9pp |
| Annual return | -5.68% | 4.41%-10.1pp | 1.88%-7.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $537 | $1,503-64.3% | $2,532-78.8% | $2,381-77.4% |
| Participant deferral / active EE | $1,353 | $2,459-45.0% | $3,425-60.5% | $3,470-61.0% |
| Admin fee / account holder | $5,669 | $3,868+46.6% | $4,994+13.5% | $4,888+16.0% |