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 | $21,094 | $59,332-64.4% | $90,223-76.6% | $59,632-64.6% |
| Participation rate | 63.0% | 71.9%-8.9pp | 79.0%-16.0pp | 68.7%-5.7pp |
| Annual return | -1.66% | 3.25%-4.9pp | 1.31%-3.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $3,083 | $3,031+1.7% | $4,378-29.6% | $2,203+40.0% |
| Participant deferral / active EE | $4,213 | $4,369-3.6% | $5,792-27.3% | $3,192+32.0% |
| Admin fee / account holder | $1,878 | $5,032-62.7% | $7,406-74.6% | $4,297-56.3% |