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 | $29,807 | $53,596-44.4% | $90,645-67.1% | $64,186-53.6% |
| Participation rate | 52.2% | 64.5%-12.3pp | 74.0%-21.8pp | 69.6%-17.3pp |
| Annual return | -4.72% | 4.41%-9.1pp | 1.88%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,110 | $1,503-26.1% | $2,532-56.2% | $2,381-53.4% |
| Participant deferral / active EE | $2,827 | $2,459+15.0% | $3,425-17.4% | $3,470-18.5% |
| Admin fee / account holder | $669 | $3,868-82.7% | $4,994-86.6% | $4,888-86.3% |