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 | $29,412 | $53,596-45.1% | $90,645-67.6% | $64,186-54.2% |
| Participation rate | 44.9% | 64.5%-19.6pp | 74.0%-29.1pp | 69.6%-24.7pp |
| Annual return | -6.89% | 4.41%-11.3pp | 1.88%-8.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $981 | $1,503-34.7% | $2,532-61.2% | $2,381-58.8% |
| Participant deferral / active EE | $2,090 | $2,459-15.0% | $3,425-39.0% | $3,470-39.8% |
| Admin fee / account holder | $1,182 | $3,868-69.4% | $4,994-76.3% | $4,888-75.8% |