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 | $47,124 | $62,586-24.7% | $76,768-38.6% | $64,186-26.6% |
| Participation rate | 58.1% | 72.8%-14.8pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | -5.08% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $708 | $1,832-61.3% | $2,485-71.5% | $2,381-70.3% |
| Participant deferral / active EE | $2,018 | $3,145-35.8% | $3,852-47.6% | $3,470-41.8% |
| Admin fee / account holder | $3,422 | $4,667-26.7% | $6,675-48.7% | $4,888-30.0% |