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 | $30,579 | $42,383-27.8% | $76,523-60.0% | $64,186-52.4% |
| Participation rate | 66.7% | 58.1%+8.5pp | 68.0%-1.3pp | 69.6%-2.9pp |
| Annual return | -5.44% | -16.54%+11.1pp | -0.27%-5.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $404 | $1,563-74.1% | $2,647-84.7% | $2,381-83.0% |
| Participant deferral / active EE | $2,086 | $2,566-18.7% | $3,835-45.6% | $3,470-39.9% |
| Admin fee / account holder | $2,304 | $3,198-28.0% | $4,848-52.5% | $4,888-52.9% |