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 | $23,789 | $43,327-45.1% | $59,878-60.3% | $64,186-62.9% |
| Participation rate | 61.0% | 69.2%-8.1pp | 74.7%-13.7pp | 69.6%-8.5pp |
| Annual return | -5.09% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $541 | $2,028-73.3% | $2,722-80.1% | $2,381-77.3% |
| Participant deferral / active EE | $2,656 | $2,546+4.3% | $3,402-21.9% | $3,470-23.5% |
| Admin fee / account holder | $7,975 | $3,005+165.4% | $3,590+122.1% | $4,888+63.2% |