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 | $18,332 | $43,327-57.7% | $59,878-69.4% | $64,186-71.4% |
| Participation rate | 67.6% | 69.2%-1.6pp | 74.7%-7.1pp | 69.6%-2.0pp |
| Annual return | -6.98% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,398 | $2,028-31.1% | $2,722-48.6% | $2,381-41.3% |
| Participant deferral / active EE | $2,923 | $2,546+14.8% | $3,402-14.1% | $3,470-15.8% |
| Admin fee / account holder | $1,065 | $3,005-64.6% | $3,590-70.3% | $4,888-78.2% |