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 | $47,401 | $62,586-24.3% | $76,768-38.3% | $64,186-26.1% |
| Participation rate | 69.1% | 72.8%-3.7pp | 77.0%-7.8pp | 69.6%-0.4pp |
| Annual return | -4.64% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $446 | $1,832-75.7% | $2,485-82.1% | $2,381-81.3% |
| Participant deferral / active EE | $2,505 | $3,145-20.3% | $3,852-35.0% | $3,470-27.8% |
| Admin fee / account holder | $1,035 | $4,667-77.8% | $6,675-84.5% | $4,888-78.8% |