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 | $23,217 | $53,596-56.7% | $90,645-74.4% | $64,186-63.8% |
| Participation rate | 50.0% | 64.5%-14.5pp | 74.0%-24.0pp | 69.6%-19.6pp |
| Annual return | -7.08% | 4.41%-11.5pp | 1.88%-9.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $390 | $1,503-74.1% | $2,532-84.6% | $2,381-83.6% |
| Participant deferral / active EE | $4,136 | $2,459+68.2% | $3,425+20.8% | $3,470+19.2% |
| Admin fee / account holder | $694 | $3,868-82.1% | $4,994-86.1% | $4,888-85.8% |