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 | $24,710 | $54,726-54.8% | $68,793-64.1% | $64,186-61.5% |
| Participation rate | 69.7% | 68.0%+1.7pp | 72.2%-2.5pp | 69.6%+0.1pp |
| Annual return | -5.29% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,269 | $1,846-31.2% | $2,625-51.6% | $2,381-46.7% |
| Participant deferral / active EE | $2,543 | $2,626-3.2% | $3,311-23.2% | $3,470-26.7% |
| Admin fee / account holder | $1,962 | $4,027-51.3% | $5,131-61.8% | $4,888-59.9% |