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 | $27,723 | $62,586-55.7% | $76,768-63.9% | $64,186-56.8% |
| Participation rate | 65.8% | 72.8%-7.0pp | 77.0%-11.2pp | 69.6%-3.8pp |
| Annual return | -2.56% | -1.95%-0.6pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,626 | $1,832-11.2% | $2,485-34.6% | $2,381-31.7% |
| Participant deferral / active EE | $2,960 | $3,145-5.9% | $3,852-23.2% | $3,470-14.7% |
| Admin fee / account holder | $14,812 | $4,667+217.4% | $6,675+121.9% | $4,888+203.0% |