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 | $37,825 | $49,280-23.2% | $67,313-43.8% | $64,186-41.1% |
| Participation rate | 62.9% | 60.8%+2.1pp | 69.1%-6.2pp | 69.6%-6.7pp |
| Annual return | -5.71% | -1.39%-4.3pp | -4.08%-1.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $462 | $1,668-72.3% | $2,566-82.0% | $2,381-80.6% |
| Participant deferral / active EE | $2,320 | $2,484-6.6% | $3,568-35.0% | $3,470-33.1% |
| Admin fee / account holder | $2,540 | $3,863-34.2% | $4,507-43.6% | $4,888-48.0% |