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 | $36,447 | $56,484-35.5% | $169,463-78.5% | $64,186-43.2% |
| Participation rate | 33.3% | 64.5%-31.2pp | 77.8%-44.4pp | 69.6%-36.2pp |
| Annual return | 0.49% | -1.55%+2.0pp | 1.83%-1.3pp | 7.63%-7.1pp |
| Employer contribution / active EE | $402 | $1,832-78.0% | $4,159-90.3% | $2,381-83.1% |
| Participant deferral / active EE | $1,565 | $3,448-54.6% | $5,277-70.3% | $3,470-54.9% |
| Admin fee / account holder | $1,928 | $4,174-53.8% | $9,109-78.8% | $4,888-60.6% |