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 | $27,741 | $54,726-49.3% | $68,793-59.7% | $64,186-56.8% |
| Participation rate | 52.4% | 68.0%-15.6pp | 72.2%-19.8pp | 69.6%-17.2pp |
| Annual return | -5.31% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $748 | $1,846-59.5% | $2,625-71.5% | $2,381-68.6% |
| Participant deferral / active EE | $1,075 | $2,626-59.1% | $3,311-67.5% | $3,470-69.0% |
| Admin fee / account holder | $3,923 | $4,027-2.6% | $5,131-23.5% | $4,888-19.7% |