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 | $44,602 | $62,586-28.7% | $76,768-41.9% | $64,186-30.5% |
| Participation rate | 56.5% | 72.8%-16.3pp | 77.0%-20.5pp | 69.6%-13.1pp |
| Annual return | -5.45% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $442 | $1,832-75.9% | $2,485-82.2% | $2,381-81.4% |
| Participant deferral / active EE | $1,573 | $3,145-50.0% | $3,852-59.2% | $3,470-54.7% |
| Admin fee / account holder | $4,036 | $4,667-13.5% | $6,675-39.5% | $4,888-17.4% |