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 | $33,776 | $54,726-38.3% | $68,793-50.9% | $64,186-47.4% |
| Participation rate | 54.8% | 68.0%-13.2pp | 72.2%-17.4pp | 69.6%-14.7pp |
| Annual return | -5.09% | -1.62%-3.5pp | -4.63%-0.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,282 | $1,846-30.5% | $2,625-51.1% | $2,381-46.1% |
| Participant deferral / active EE | $1,794 | $2,626-31.7% | $3,311-45.8% | $3,470-48.3% |
| Admin fee / account holder | $5,499 | $4,027+36.6% | $5,131+7.2% | $4,888+12.5% |