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 | $89,852 | $61,660+45.7% | $80,019+12.3% | $64,186+40.0% |
| Participation rate | 47.6% | 71.7%-24.1pp | 75.8%-28.2pp | 69.6%-21.9pp |
| Annual return | -4.45% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $696 | $1,810-61.5% | $2,468-71.8% | $2,381-70.8% |
| Participant deferral / active EE | $2,468 | $2,968-16.8% | $3,686-33.0% | $3,470-28.9% |
| Admin fee / account holder | $23,161 | $5,417+327.6% | $6,521+255.2% | $4,888+373.8% |