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 | $10,968 | $43,327-74.7% | $59,878-81.7% | $64,186-82.9% |
| Participation rate | 60.0% | 69.2%-9.2pp | 74.7%-14.7pp | 69.6%-9.6pp |
| Annual return | -6.91% | -1.55%-5.4pp | 3.46%-10.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $873 | $2,028-57.0% | $2,722-67.9% | $2,381-63.3% |
| Participant deferral / active EE | $1,849 | $2,546-27.4% | $3,402-45.6% | $3,470-46.7% |
| Admin fee / account holder | $1,077 | $3,005-64.2% | $3,590-70.0% | $4,888-78.0% |